VictoryShares US Small Mid Cap Value Momentum ETF USVM

Medalist Rating as of | See Victory Capital Investment Hub

Morningstar’s Analysis USVM

Will USVM outperform in the future?

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

Balanced exposure to small- and mid-cap value stocks.

Senior Associate Analyst Brendan McCann

Brendan McCann

Senior Associate Analyst

Summary

VictoryShares US Small Mid Cap Value Momentum ETF builds a value-oriented portfolio that avoids some of the riskiest stocks in the small- and mid-cap markets.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings USVM

  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 6.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Pinnacle West Capital Corp

0.79 14M
Utilities

Southwest Gas Holdings Inc

0.73 13M
Utilities

White Mountains Insurance Group Ltd

0.68 12M
Financial Services

New Jersey Resources Corp

0.68 12M
Utilities

Kite Realty Group Trust

0.68 12M
Real Estate

Spire Inc

0.67 12M
Utilities

ONE Gas Inc

0.67 12M
Utilities

Avista Corp

0.65 12M
Utilities

Ellington Financial Inc

0.63 11M
Real Estate

United Bankshares Inc

0.63 11M
Financial Services

Sponsor Center