VictoryShares US EQ Income Enhanced Volatility Wtd ETF
Shareclass
VictoryShares US EQ Inc Enh Vol Wtd ETF (CDC)
Type
Exchange-traded fund
Manager
Gender equality score
56
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Equity Fund
Ranking: 256 out of 2,538 funds
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Groups
Categories
Gender balance in leadership and workforce
29/40
Equal compensation and work life balance
8/30
Policies promoting gender equality
19/20
Commitment, transparency, and accountability
0/10
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Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Dow Inc0.85% of assets$6.2M invested
- 2. Citigroup Inc0.71% of assets$5.2M invested
- 3. General Mills Inc1.15% of assets$8.37M invested
- 4. Ford Motor Co0.69% of assets$5.06M invested
- 5. PepsiCo Inc1.22% of assets$8.91M invested
- 6. Philip Morris International Inc1.08% of assets$7.9M invested
- 7. Exelon Corp1.45% of assets$10.59M invested
- 8. Johnson & Johnson1.42% of assets$10.39M invested
- 9. Kimberly-Clark Corp1.28% of assets$9.34M invested
- 10. Mondelez International Inc Class A1.3% of assets$9.51M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Blue Owl Capital Inc Ordinary Shares - Class A0.59% of assets$4.3M invested
- 2. Microchip Technology Inc0.46% of assets$3.32M invested
- 3. The Carlyle Group Inc0.54% of assets$3.91M invested
- 4. Kenvue Inc0.89% of assets$6.48M invested
- 5. Tyson Foods Inc Class A1.17% of assets$8.54M invested
- 6. Genuine Parts Co0.69% of assets$5.03M invested
- 7. Coterra Energy Inc Ordinary Shares0.87% of assets$6.38M invested
- 8. NextEra Energy Inc0.88% of assets$6.39M invested
- 9. Fidelity National Financial Inc1.16% of assets$8.5M invested
- 10. Dollar General Corp0.67% of assets$4.88M invested
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Financial performance
Performance data provided by
Find more financial data on CDC at Morningstar.com
Find more financial data on CDC at Morningstar.comGender Equality and Returns
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The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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