Morningstar

VictoryShares US 500 Volatility Wtd ETF CFA

Morningstar Medalist Rating
Medalist Rating as of | See Victory Capital Investment Hub

Morningstar’s Analysis CFA

Will CFA outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CFA’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CFA management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CFA’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

VictoryShares US 500 Volatility Wtd ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings CFA

More CFA Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 3.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Berkshire Hathaway Inc Class B

0.45 2M
Financial Services

Atmos Energy Corp

0.41 2M
Utilities

WEC Energy Group Inc

0.40 2M
Utilities

Evergy Inc

0.39 2M
Utilities

Loews Corp

0.39 2M
Financial Services

Duke Energy Corp

0.39 2M
Utilities

FirstEnergy Corp

0.39 2M
Utilities

Consolidated Edison Inc

0.38 2M
Utilities

Alliant Energy Corp

0.37 2M
Utilities

Aflac Inc

0.37 2M
Financial Services

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