Victoryshares Small Mid Etf Profile

USVM Etf  USD 91.75  0.34  0.37%   

Performance

11 of 100

 
Weak
 
Strong
Good

Odds Of Distress

Less than 9

 
High
 
Low
Low
VictoryShares Small is selling at 91.75 as of the 26th of November 2024; that is 0.37 percent decrease since the beginning of the trading day. The etf's lowest day price was 91.62. VictoryShares Small has less than a 9 % chance of experiencing financial distress in the next few years and had a good performance during the last 90 days. Equity ratings for VictoryShares Small Mid are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of August 2024 and ending today, the 26th of November 2024. Click here to learn more.
Under normal circumstances, the fund seeks to achieve its investment objective by investing at least 80 percent of its assets in securities in the index. Usaa MSCI is traded on NASDAQ Exchange in the United States. More on VictoryShares Small Mid

Moving together with VictoryShares Etf

  0.99VB Vanguard Small CapPairCorr
  0.98IJR iShares Core SPPairCorr
  0.99IWM iShares Russell 2000 Aggressive PushPairCorr
  0.99VRTIX Vanguard Russell 2000PairCorr
  0.99VTWO Vanguard Russell 2000PairCorr
  1.0FNDA Schwab Fundamental SmallPairCorr

Moving against VictoryShares Etf

  0.68BND Vanguard Total Bond Sell-off TrendPairCorr
  0.47VEA Vanguard FTSE DevelopedPairCorr

VictoryShares Etf Highlights

Thematic Ideas
(View all Themes)
Business ConcentrationSmall Cap ETFs, Size And Style ETFs, Small Blend, Victory Capital (View all Sectors)
IssuerVictoryShares
Inception Date2017-10-24
BenchmarkNasdaq Victory US Small Mid Cap Value Momentum Index
Entity TypeRegulated Investment Company
Asset Under Management300.57 Million
Average Trading Valume9,146.6
Asset TypeEquity
CategorySize and Style
FocusSmall Cap
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorVictory Capital Management Inc.
AdvisorVictory Capital Management Inc.
CustodianCitibank, N.A.
DistributorForeside Fund Services, LLC
Portfolio ManagerMannik Dhillon, Lance Humphrey
Transfer AgentCitibank, N.A.
Fiscal Year End30-Jun
ExchangeNASDAQ
Number of Constituents295
Market MakerSusquehanna
Total Expense0.27
Management Fee0.15
Country NameUSA
Returns Y T D25.76
NameVictoryShares US Small Mid Cap Value Momentum ETF
Currency CodeUSD
Open FigiBBG00HZ6RBT5
In Threey Volatility20.6
1y Volatility17.84
200 Day M A80.4152
50 Day M A85.9215
CodeUSVM
Updated At25th of November 2024
Currency NameUS Dollar
VictoryShares Small Mid [USVM] is traded in USA and was established 2017-10-24. The fund is listed under Small Blend category and is part of Victory Capital family. The entity is thematically classified as Small Cap ETFs. VictoryShares Small Mid at this time have 242.3 M in net assets. , while the total return for the last 3 years was 8.4%.
Check VictoryShares Small Probability Of Bankruptcy

Geographic Allocation (%)

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on VictoryShares Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding VictoryShares Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as VictoryShares Small Mid Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top VictoryShares Small Mid Etf Constituents

APPSDigital TurbineStockInformation Technology
GHCGraham Holdings CoStockConsumer Discretionary
EXPIeXp World HoldingsStockReal Estate
NHCNational HealthCareStockHealth Care
ARGOArgo Group InternationalStockFinancials
MASIMasimoStockHealth Care
MFAMFA FinancialStockFinancials
SLGNSilgan HoldingsStockMaterials
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VictoryShares Small Top Holders

UCEQXCornerstone Equity FundMutual FundWorld Large-Stock Blend
More Details

VictoryShares Small Mid Risk Profiles

The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in VictoryShares Small. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.

VictoryShares Small Against Markets

When determining whether VictoryShares Small Mid is a strong investment it is important to analyze VictoryShares Small's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact VictoryShares Small's future performance. For an informed investment choice regarding VictoryShares Etf, refer to the following important reports:
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in VictoryShares Small Mid. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in real.
You can also try the Price Exposure Probability module to analyze equity upside and downside potential for a given time horizon across multiple markets.
The market value of VictoryShares Small Mid is measured differently than its book value, which is the value of VictoryShares that is recorded on the company's balance sheet. Investors also form their own opinion of VictoryShares Small's value that differs from its market value or its book value, called intrinsic value, which is VictoryShares Small's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because VictoryShares Small's market value can be influenced by many factors that don't directly affect VictoryShares Small's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between VictoryShares Small's value and its price as these two are different measures arrived at by different means. Investors typically determine if VictoryShares Small is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, VictoryShares Small's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.