CDLVictoryShares U.S. Large Cap High Div Volatility Wtd ETF
CDL Fund Description
CDL tracks an index of dividend-paying large-cap stocks, weighted by inverse volatility.
CDL Factset Analytics Insight
CDL offers a different take on the US large-cap space. To qualify for the fund, a company must be among the 500 largest US companies by market cap, pay a dividend, and have had positive earnings in the four most recent quarters. The top 100 by dividend yield are then selected. The portfolio is weighted by the inverse of historical volatility. The index is reconstituted semi-annually.
CDL MSCI ESG Analytics Insight
VictoryShares U.S. Large Cap High Div Volatility Wtd ETF has an MSCI ESG Fund Rating of A based on a score of 6.89 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 U.S. Large Cap High Div Volatility Wtd ETF ranks in the 72nd percentile within its peer group and in the 89th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
CDL MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
CDL Summary Data
CDL Portfolio Data
CDL Index Data
CDL Portfolio Management
CDL Tax Exposures
CDL Fund Structure
CDL Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of CDL. CDL is rated a 5 out of 5.
CDL Sector/Industry Breakdown
CDL Top 10 Holdings[View All]
CDL Economic Development
CDL Performance Statistics
CDL MSCI ESG Ratings
CDL Benchmark Comparison Summary
CDL Benchmark Comparison Market Cap Size