ULVM
USAA MSCI USA Value Momentum Blend Index ETFULVM Fund Description
ULVM tracks an index of large- and midcap US stocks that are selected by equal parts value and momentum and weighted by volatility.
ULVM Factset Analytics Insight
ULVM tracks a multifactor index of US large- and midcap companies. Securities are selected by equal parts value and momentum, with final weights determined by volatility. Eligible US large- and midcap stocks are assigned value and momentum scores. Value scores are derived from forward price-to-earnings, price-to-book value, and enterprise value-to-operating cash flow ratios. Momentum scores are derived from price trends over the last six and twelve months. Both scores are standardized by sector, and then combined into a composite score with equal weight to each factor. The index selects the top 25% of securities, weighted by volatility—less volatile securities receive higher weight. Although investors can find plain-vanilla funds that cost less, ULVM charges a significantly lower fee than most other factor-based funds in the US total-market space.
ULVM MSCI ESG Analytics Insight
The MSCI ESG Fund Quality Score measures the ability of ETF underlying holdings to manage key medium to long-term risks and opportunities arising from environmental, social, and governance factors, as determined by MSCI ESG Research LLC. As of February 19, 2019 the USAA MSCI USA Value Momentum Blend Index ETF MSCI ESG Fund Quality Score is 4.63 out of 10.
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. ULVM ranks in the 8th percentile within its peer group and in the 21st percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.
ULVM CHARTS AND PERFORMANCE
-
1 Month
-
3 Months
-
YTD
-
1 Year
-
3 Years
-
5 Years
-
Max
-
1 Month
-
3 Months
-
YTD
-
1 Year
-
3 Years
-
5 Years
-
Max
-
ULVM Top 10 Countries
ULVM Top 10 Sectors
ULVM Top 10 Holdings [View All]
ULVM Summary Data
ULVM Portfolio Data
ULVM Index Data
ULVM Portfolio Management
ULVM Tax Exposures
ULVM Fund Structure
ULVM Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of ULVM. ULVM is rated a 5 out of 5.
ULVM Tradability
ULVM Sector/Industry Breakdown
ULVM
ULVM TOP 10 HOLDINGS[View All]
ULVM Countries
ULVM
ULVM Regions
ULVM
ULVM Economic Development
ULVM
ULVM Performance Statistics
ULVM MSCI ESG Ratings
ULVM BENCHMARK COMPARISON SUMMARY
ULVM
ULVM BENCHMARK COMPARISON MARKET CAP SIZE
ULVM
The data and information contained herein is not intended to be investment or tax advice. A reference to a particular investment or security, a credit rating, or any observation concerning a security or investment provided in the ETF.com Service is not a recommendation to buy, sell, or hold such investment or security or to make any other investment decisions. You should not use such information for purposes of any actual transaction without consulting an investment or tax professional.
ETF.com DOES NOT TAKE RESPONSIBILITY FOR YOUR INVESTMENT OR OTHER ACTIONS NOR SHALL ETF.com HAVE ANY LIABILITY, CONTINGENT OR OTHERWISE, FOR THE ACCURACY, COMPLETENESS, TIMELINESS, OR CORRECT SEQUENCING OF ANY INFORMATION PROVIDED BY ETF.com OR FOR ANY DECISION MADE OR ACTION TAKEN BY YOU IN RELIANCE UPON SUCH INFORMATION OR ETF.com.
[ETF.com DOES NOT PROVIDE ANY RESEARCH OPINIONS.] ETF.com MAKES NO REPRESENTATIONS ABOUT THE SUITABILITY OF THE INFORMATION, PRODUCTS OR SERVICES CONTAINED HEREIN. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS.
Data provider:
Terms of Use
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.