Morningstar

VictoryShares US Small Cap Vol Wtd ETF CSA

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

Morningstar’s Analysis CSA

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

  • People Pillar

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

VictoryShares US Small Cap Vol Wtd ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Silver.

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Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CSA

More CSA Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 3.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

DT Midstream Inc Ordinary Shares

0.39 126,870
Energy

Idacorp Inc

0.36 117,865
Utilities

Spire Inc

0.35 116,190
Utilities

MDU Resources Group Inc

0.35 115,554
Industrials

Dolby Laboratories Inc Class A

0.34 112,789
Industrials

Federated Hermes Inc Class B

0.34 112,510
Financial Services

NorthWestern Energy Group Inc

0.34 111,732
Utilities

Russ 2000 Idx Fut Dec24

0.34 110,895
—

Madison Square Garden Sports Corp Class A

0.34 110,883
Communication Services

New Jersey Resources Corp

0.34 110,683
Utilities

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