ULVM

VictoryShares US Value Momentum ETF

$89.98

+0.00%

Market closed. Last update: 10:57 PM ET

📎 Investment Objective

The VictoryShares US Value Momentum ETF (ULVM) seeks to provide investment results that track the performance of the Nasdaq Victory US Value Momentum Index, which is designed to provide exposure to U.S. large-cap companies exhibiting both value and momentum characteristics.

Overview

ETF tracking VictoryShares US Value Momentum ETF

Category Growth

Issuer Other

Inception Date 2022-11-01

Market Cap $175.5M

Average Volume N/A

Dividend Yield 1.42%

52-Week Range $70.87 - $91.18

VWAP $90.14

Performance

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Price Chart

Investment Summary

📎 Investment Objective

🎯 Investment Strategy

The ETF employs a passive management (or index-tracking) strategy, attempting to track the performance of its underlying index by investing in the constituent securities in proportion to their weightings in the index. The index selects and weights securities based on a combined value and momentum score.

✨ Key Features

Provides exposure to a portfolio of U.S. large-cap stocks exhibiting both value and momentum characteristics
Utilizes a rules-based index methodology to identify and weight securities
Passively managed to track the performance of the underlying index
Low expense ratio of 0.00%

⚠️ Primary Risks

Market risk: The value of the ETF's holdings may decline due to general market and economic conditions
Concentration risk: The ETF may be more susceptible to losses because of the concentrated exposure to the U.S. large-cap equity market
Index tracking risk: The ETF may not perfectly replicate the performance of the underlying index
Liquidity risk: The ETF may experience difficulties in buying or selling its holdings at desired prices

👤 Best For

This ETF may be suitable for investors seeking exposure to a portfolio of U.S. large-cap stocks with a combination of value and momentum characteristics as part of a diversified investment strategy. It may be most appropriate for investors with a medium to long-term investment horizon and a moderate risk tolerance.