6 min readBy Ron Koren ETF Insider
How does the KMED ETF work?
The KMED ETF is a specialized investment fund that focuses on a specific sector. This exchange-traded fund offers investors exposure to a range of companies in this sector.
The VictoryShares USAA MSCI USA Small Cap Value Momentum ETF (TPSC) is managed by Victory Capital Management Inc. Established to track the performance of the MSCI USA Small Cap Enhanced Value Momentum Blend Index, TPSC focuses on small-cap U.S. stocks exhibiting both value and momentum factors. Victory Capital Management employs a strategic approach to provide investors with exposure to the potential growth opportunities within the small-cap segment of the market.
Although dividend yield may not be the primary focus of the VictoryShares US Small Cap Volatility Wtd ETF (TPSC), it reflects the dividend distribution of its underlying Victory US Small Cap Volatility Weighted BRI Index. The ETF typically distributes dividends on a periodic basis, influenced by the dividend policies and performances of the constituent companies within the index. As TPSC follows a Smart Beta methodology, combining fundamental criteria with individual security risk control, investors may find potential for both capital appreciation and dividend returns in their investment strategy.
Tracking the Victory US Small Cap Volatility Weighted BRI Index is central to the strategy of the TPSC ETF. This ETF invests at least 80% of its net assets directly or indirectly in securities included in the aforementioned index. The index utilizes a volatility-weighted methodology combined with fundamental criteria to select constituent securities, a strategy often referred to as Smart Beta. TPSC aims to replicate the performance of the index before fees and expenses, providing investors exposure to small-cap U.S. stocks while incorporating filtering criteria aligned with specific ethical considerations. With a focus on maintaining sector exposure within defined limits, TPSC offers a systematic approach to small-cap investing in line with responsible investment principles.
The correlation aspect of the VictoryShares US Discovery Enhanced Volatility Weighted Index ETF (TPSC) provides insights into its behavior relative to the broader U.S. small-cap market. Given TPSC's focus on small-cap stocks and its volatility-weighted methodology, its correlation with small-cap benchmarks is essential for understanding its performance characteristics. Investors may leverage TPSC's correlation data to gauge its effectiveness in providing exposure to small-cap stocks while managing volatility.
The VictoryShares US Small Cap Volatility Weighted ETF (TPSC) is predominantly involved in the small-cap sector of the market. This sector encompasses smaller companies with market capitalizations ranging from $51.3 million to $5.8 billion, providing exposure to firms with significant growth potential. The ETF's investment strategy focuses on volatility-weighted indexing, which combines fundamental criteria with individual security risk control, often termed as Smart Beta. By utilizing this approach, TPSC aims to capture the performance of small-cap stocks while managing risk through a diversified portfolio. Additionally, TPSC adheres to specific exclusion criteria, avoiding investments in companies involved in activities deemed incompatible with traditional Judeo-Christian values.
The exposure characteristic of the VictoryShares US Discovery Enhanced Volatility Weighted ETF (TPSC) revolves around its focus on small-cap stocks within the U.S. market. By tracking the Victory US Small Cap Volatility Weighted BRI Index, TPSC offers investors access to a portfolio that emphasizes individual security risk control through volatility weighting, a methodology often associated with Smart Beta. This approach combines fundamental criteria with volatility weighting to construct a diverse range of small-cap securities. With a focus on excluding securities that do not align with certain ethical principles, TPSC provides investors with exposure to small-cap companies while adhering to specific values. For detailed insights into TPSC's exposure and portfolio composition, investors can leverage tools like ETF Insider, which offers comprehensive data and visualizations to aid in investment decision-making.
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6 min readThe KMED ETF is a specialized investment fund that focuses on a specific sector. This exchange-traded fund offers investors exposure to a range of companies in this sector.
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