VictoryShares ETF Models
Published: March 2, 2021
This content is for informational purposes only. This should not be construed as solicitation. The general public should consult their financial advisor for additional information related to investment decisions.
There are no changes to the VictoryShares models this week

VictoryShares ETF Models

The VictoryShares ETF Models are designed to identify major themes in the US equity marketplace through the use of the Point & Figure relative strength tools. For more information on the portfolio construction and backtesting, see the model info file on the models page.

Weekly Changes: 

VictoryShares Equity Rotation Model (TR) VSROTATION.TR

ETF Name Symbol DWA Suggested Weighting Yield Date Added
VictoryShares US Small Cap Volatility Wtd ETF TR CSA.TR 50.000% 1.2273 11/02/2020
VictoryShares US Small Cap High Dividend 100 Volatility Wtd ETF TR CSB.TR 50.000% 3.5655 06/01/2020

* Dates prior to 09/04/2018, which is when the VictoryShares Rotation Model became available on the Dorsey Wright Research Platform are representative of when the position was added to the backtested model

VictoryShares Equity Select Model (TR) VSSELECT.TR

ETF Name Symbol DWA Suggested Weighting Yield Date Added
VictoryShares US EQ Income Enhanced Volatility Wtd ETF TR CDC.TR 30.000% 2.3880 11/30/2009
VictoryShares US 500 Volatility Wtd ETF TR CFA.TR 30.000% 1.1820 03/04/2019
VictoryShares US 500 Enhanced Volatility Wtd ETF TR CFO.TR 40.000% 0.8773 11/30/2009

* Dates prior to 09/04/2018, which is when the VictoryShares Select Model became available on the Dorsey Wright Research Platform are representative of when the position was added to the backtested model.

 

 

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DISCLOSURE

Victory Capital has arranged with Dorsey, Wright & Associates (“DWA”) to provide this specialized Funds page on Company sponsored products. The Point & Figure analysis, models and resulting rankings, including any information, data or commentary included herein, are created and provided solely by DWA. Such analysis, models and rankings should not be considered an offer to purchase or sell, or a solicitation of an offer to buy or purchase any security. Unless otherwise stated, the examples presented do not take into consideration dividends, commissions, tax implications, or all potential transactions costs. Neither DWA, nor Victory Capital themselves through this Fund page provide investment advice or recommendations regarding any security, fund or market. As the investment professional making the final decision with respect to allocations, including any related suitability, fiduciary or other legal obligation, please remember to adhere to all applicable laws, regulations, and rules including FINRA Rules 2090 and 2111 (Suitability), or other such similar rules and regulations. The percentage of the portfolio devoted to any Fund is at the sole discretion of the financial advisor or the customer, and not DWA or Company. If you are not familiar with the Point & Figure methodology, we suggest you read “Point & Figure Charting, Fourth Edition” by Thomas J. Dorsey and visit the PnF University. If you are not familiar with the Victory Capital products, we suggest you call 1-800-991-8191 or visit www.vcm.com. You should consider each Victory Capital product’s investment objectives, risks, and charges and expenses carefully before investing. Contact Victory Capital to obtain a prospectus, which contains this and other information about the Victory Capital products. Read it carefully before you invest.