Morningstar

VictoryShares International Value Momentum ETF UIVM

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

Morningstar’s Analysis UIVM

Will UIVM 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 UIVM’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the UIVM 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 UIVM’s parent organization’s priorities and whether they’re in line with investors’ interests.

A multifactor strategy that leans toward value.

Associate Director Daniel Sotiroff

Daniel Sotiroff

Associate Director

Summary

VictoryShares International Value Momentum ETF builds a value-oriented portfolio that avoids some of the riskiest foreign developed-market stocks. It earns a Process Pillar upgrade to Above Average from Average for consistently favoring cheaper stocks while controlling its risks.

by Daniel Sotiroff
Rated on Published on

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Portfolio Holdings UIVM

More UIVM Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 9.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

DBS Group Holdings Ltd

1.03 3M
Financial Services

Royal Bank of Canada

1.00 3M
Financial Services

NN Group NV

0.96 3M
Financial Services

The Toronto-Dominion Bank

0.93 3M
Financial Services

Great-West Lifeco Inc

0.89 3M
Financial Services

Singapore Airlines Ltd

0.88 3M
Industrials

Investor AB Class B

0.86 3M
Financial Services

Swedbank AB Class A

0.86 3M
Financial Services

Bank of Nova Scotia

0.85 3M
Financial Services

Oversea-Chinese Banking Corp Ltd

0.84 3M
Financial Services

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