VictoryShares US Value Momentum ETF sports pronounced tilts to two tried-and-true risk factors, but its failure to control unrewarded sources of risk jeopardizes their impact.
VictoryShares US Value Momentum ETF ULVM
Morningstar’s Analysis ULVM
Will ULVM outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 12.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Lockheed Martin Corp | 1.43 | 2.4 Mil | Industrials |
Berkshire Hathaway Inc Class B | 1.41 | 2.3 Mil | Financial Services |
Public Service Enterprise Group Inc | 1.31 | 2.2 Mil | Utilities |
Kinder Morgan Inc Class P | 1.30 | 2.1 Mil | Energy |
Loews Corp | 1.27 | 2.1 Mil | Financial Services |
Duke Energy Corp | 1.27 | 2.1 Mil | Utilities |
General Dynamics Corp | 1.26 | 2.1 Mil | Industrials |
Fiserv Inc | 1.24 | 2.0 Mil | Technology |
Entergy Corp | 1.19 | 2.0 Mil | Utilities |
Welltower Inc | 1.19 | 2.0 Mil | Real Estate |