UIVM – Fund Analysis – VictoryShares International Val MomtETF | Morningstar

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Will UIVM outperform in future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable UIVM’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

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

A multifactor strategy that leans toward value.

Senior Analyst Daniel Sotiroff

Daniel Sotiroff

Senior Analyst

Summary

VictoryShares International Value Momentum ETF UIVM targets stocks with a strong combination of value and momentum characteristics. But it focuses on a small subset of the investable universe that can derail its performance, and it has yet to prove that the risks it takes will be adequately rewarded.

by Daniel Sotiroff

Rated on Nov 7, 2023 Published on Nov 7, 2023

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