Victoryshares Large Cap Etf Profile
| CDL Etf | USD 70.40 0.04 0.06% |
Performance12 of 100
| Odds Of DistressLess than 31
|
VictoryShares Large is selling for 70.40 as of the 28th of November 2024. This is a 0.06 percent increase since the beginning of the trading day. The etf's lowest day price was 70.4. VictoryShares Large has about a 31 percent probability of financial distress in the next few years of operation but had a somewhat good performance during the last 90 days. Equity ratings for VictoryShares Large Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of August 2024 and ending today, the 28th of November 2024. Click here to learn more.
The fund seeks to achieve its investment objective by investing at least 80 percent of its assets directly or indirectly in the securities included in the Nasdaq Victory US Large Cap High Dividend 100 Volatility Weighted Index. Victory US is traded on NASDAQ Exchange in the United States.. More on VictoryShares Large Cap
Moving together with VictoryShares Etf
| 0.97 | VTV | Vanguard Value Index Sell-off Trend | PairCorr |
| 0.97 | VYM | Vanguard High Dividend | PairCorr |
| 0.97 | IWD | iShares Russell 1000 | PairCorr |
| 0.96 | DGRO | iShares Core Dividend Sell-off Trend | PairCorr |
| 0.98 | IVE | iShares SP 500 | PairCorr |
| 0.96 | DVY | iShares Select Dividend | PairCorr |
Moving against VictoryShares Etf
VictoryShares Etf Highlights
| Thematic Ideas | (View all Themes) |
| Old Names | [CHANNELADVISOR, ChannelAdvisor Corporation, CANADALAND CDI 1:1] |
| Business Concentration | WSE WIG INDEX, Size And Style ETFs, Large Cap ETFs, Large Value, Victory Capital (View all Sectors) |
| Issuer | VictoryShares |
| Inception Date | 2015-07-07 |
| Benchmark | The Nasdaq Victory U.S. Large Cap High Dividend 100 Volatility Weighted Total Return Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 365.75 Million |
| Average Trading Valume | 10,687.4 |
| Asset Type | Equity |
| Category | Size and Style |
| Focus | Large Cap |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | Victory Capital Management Inc. |
| Advisor | Victory Capital Management Inc. |
| Custodian | Citibank, N.A. |
| Distributor | Foreside Fund Services, LLC |
| Portfolio Manager | Mannik Dhillon, Stephen Hammers |
| Transfer Agent | Citibank, N.A. |
| Fiscal Year End | 31-Oct |
| Exchange | NASDAQ |
| Number of Constituents | 101 |
| Market Maker | Susquehanna |
| Total Expense | 0.4 |
| Management Fee | 0.3 |
| Country Name | USA |
| Returns Y T D | 23.69 |
| Name | VictoryShares US Large Cap High Div Volatility Wtd ETF |
| Currency Code | USD |
| Open Figi | BBG009K7JNC8 |
| In Threey Volatility | 15.93 |
| 1y Volatility | 11.18 |
| 200 Day M A | 63.4609 |
| 50 Day M A | 67.9034 |
| Code | CDL |
| Updated At | 27th of November 2024 |
| Currency Name | US Dollar |
VictoryShares Large Cap [CDL] is traded in USA and was established 2015-07-07. The fund is classified under Large Value category within Victory Capital family. The entity is thematically classified as Size And Style ETFs. VictoryShares Large Cap currently have 285.74 M in assets under management (AUM). , while the total return for the last 3 years was 9.9%.
Check VictoryShares Large 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 Large Cap 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 Large Cap Etf Constituents
| DTE | DTE Energy | Stock | Utilities | |
| CMS | CMS Energy | Stock | Utilities | |
| EVRG | Evergy, | Stock | Utilities | |
| ERIE | Erie Indemnity | Stock | Financials | |
| NEE | Nextera Energy | Stock | Utilities | |
| BX | Blackstone Group | Stock | Financials | |
| KMB | Kimberly Clark | Stock | Consumer Staples | |
| PNW | Pinnacle West Capital | Stock | Utilities |
VictoryShares Large Cap 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 Large. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Risk Adjusted Performance | 0.1315 | |||
| Jensen Alpha | 0.0245 | |||
| Total Risk Alpha | 8.0E-4 | |||
| Sortino Ratio | (0.04) |
VictoryShares Large Against Markets
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in VictoryShares Large Cap. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in unemployment. You can also try the ETFs module to find actively traded Exchange Traded Funds (ETF) from around the world.
The market value of VictoryShares Large Cap 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 Large's value that differs from its market value or its book value, called intrinsic value, which is VictoryShares Large'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 Large's market value can be influenced by many factors that don't directly affect VictoryShares Large'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 Large's value and its price as these two are different measures arrived at by different means. Investors typically determine if VictoryShares Large is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, VictoryShares Large'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.