CDC
VictoryShares US EQ Income Enhanced Volatility Wtd ETFCDC Fund Description
CDC tracks an index of 100 high-yield stocks pulled from the largest 500 US stocks, with an earnings screen and volatility weighting. The fund can hold up to 75% cash in downturns.
CDC Factset Analytics Insight
CDC looks for income in the large-cap space, with an eye toward avoiding downside via a variety of safety features. It starts with the basket held by sister fund CFA: 500 names ranked by market cap and screened for quality in the form of recent positive earnings. Then it ranks them by dividend yield and grabs the top 100 names for the basket, but weights them by low-volatility. However, when market conditions drop CDC's underlying index 8% below its high, it can move to 75% cash holdings. As you might expect, it has some pretty significant differences from our large-cap benchmark, with a hefty mid-cap tilt and heavy investment in utilities. Liquidity is decent, although variable spreads make limit orders advisable. CDC charges a reasonable fee, but as a fairly young fund, its true holding costs are still becoming apparent.
CDC MSCI ESG Analytics Insight
VictoryShares US EQ Income Enhanced Volatility Wtd ETF has an MSCI ESG Fund Rating of A based on a score of 6.48 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. VictoryShares US EQ Income Enhanced Volatility Wtd ETF ranks in the 74th percentile within its peer group and in the 76th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
CDC Charts And Performance
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CDC Summary Data
CDC Portfolio Data
CDC Index Data
CDC Portfolio Management
CDC Tax Exposures
CDC Fund Structure
CDC Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of CDC. CDC is rated a 5 out of 5.
CDC Tradability
CDC Top 10 Holdings[View All]
CDC Performance Statistics
CDC MSCI ESG Ratings
CDC Benchmark Comparison Summary
CDC
CDC Benchmark Comparison Market Cap Size
CDC
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MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.