Victoryshares Discovery Enhanced Etf Profile

CSF Etf  USD 53.08  0.34  0.64%   


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Odds Of Distress

Less than 9

VictoryShares Discovery is trading at 53.08 as of the 20th of July 2024. This is a 0.64 percent decrease since the beginning of the trading day. The etf's lowest day price was 53.08. VictoryShares Discovery 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 Discovery Enhanced are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 20th of June 2024 and ending today, the 20th of July 2024. Click here to learn more.
The fund seeks to achieve its investment objective by investing, under normal market conditions, at least 80 percent of its assets directly or indirectly in the securities included in the Nasdaq Victory US Small Cap 500 LongCash Volatility Weighted Index. More on VictoryShares Discovery Enhanced

Moving together with VictoryShares Etf

  0.98VB Vanguard Small CapPairCorr
  1.0IJR iShares Core SPPairCorr
  0.98IWM iShares Russell 2000 Aggressive PushPairCorr
  0.92VRTIX Vanguard Russell 2000PairCorr
  0.98VTWO Vanguard Russell 2000PairCorr
  0.99FNDA Schwab Fundamental SmallPairCorr

VictoryShares Etf Highlights

Thematic Ideas
(View all Themes)
Business ConcentrationSize And Style ETFs, Small Cap ETFs, Small Blend, Victory Capital (View all Sectors)
Inception Date2014-08-01
BenchmarkNasdaqVictory USSmall Cap 500 Long/Cash Volatility Weighted Index
Entity TypeRegulated Investment Company
Asset Under Management43.45 Million
Average Trading Valume3,672.2
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, Stephen Hammers
Transfer AgentCitibank, N.A.
Fiscal Year End31-Oct
Number of Constituents500
Market MakerRBC Capital Markets
Total Expense0.51
Management Fee0.3
Country NameUSA
Returns Y T D9.33
NameVictoryShares US Discovery Enhanced Volatility Wtd ETF
Currency CodeUSD
Open FigiBBG006X184L7
In Threey Volatility12.5
1y Volatility13.28
200 Day M A49.041
50 Day M A50.5475
Updated At19th of July 2024
Currency NameUS Dollar
VictoryShares Discovery Enhanced [CSF] is traded in USA and was established 2014-07-31. The fund is classified under Small Blend category within Victory Capital family. The entity is thematically classified as Size And Style ETFs. VictoryShares Discovery currently have 76.06 M in assets under management (AUM). , while the total return for the last 3 years was -1.0%.
Check VictoryShares Discovery 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 Discovery Enhanced 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 Discovery Enhanced Etf Constituents

OMCLOmnicellStockHealth Care
MEDMEDIFAST INCStockConsumer Staples
TWNKHostess BrandsStockConsumer Staples
WABCWestamerica BancorporationStockFinancials
EXLSExlService HoldingsStockInformation Technology
MGEEMGE EnergyStockUtilities
NNINelnet IncStockFinancials
More Details

VictoryShares Discovery Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. VictoryShares Discovery market risk premium is the additional return an investor will receive from holding VictoryShares Discovery long position in a well-diversified portfolio. 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 Discovery. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although VictoryShares Discovery's alpha and beta are two of the key measurements used to evaluate VictoryShares Discovery's performance over the market, the standard measures of volatility play an important role as well.

VictoryShares Discovery Against Markets

Additional Information and Resources on Investing in VictoryShares Etf

When determining whether VictoryShares Discovery is a strong investment it is important to analyze VictoryShares Discovery'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 Discovery's future performance. For an informed investment choice regarding VictoryShares Etf, refer to the following important reports:
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in VictoryShares Discovery Enhanced. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in state.
You can also try the Aroon Oscillator module to analyze current equity momentum using Aroon Oscillator and other momentum ratios.
The market value of VictoryShares Discovery 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 Discovery's value that differs from its market value or its book value, called intrinsic value, which is VictoryShares Discovery'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 Discovery's market value can be influenced by many factors that don't directly affect VictoryShares Discovery'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 Discovery's value and its price as these two are different measures arrived at by different means. Investors typically determine if VictoryShares Discovery is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, VictoryShares Discovery'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.