Summary
CFO Chart
CFO: A Timing Methodology Failing For 10 Years
VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) combines low-volatility weighting with market timing. CFO's unconventional timing rules have reduced drawdown and volatility but result in lower risk-adjusted performance compared to SPY and CFA. CFO has significantly underperformed several low-volatility and market-timing ETFs, with PTLC showing much better market timing success.
VictoryShares US 500 Enhanced ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 164,099 | $13.14M | $13.55M | $405,428.35 | 3.09% |
| RS Ramu Singh CALTON & ASSOCIATES Inc. | 10,901 | $777,166.61 | $899,861.2 | $122,694.59 | 15.79% |
| WDW William Dudley Webb Jr. WORLD EQUITY GROUP Inc. | 15,808 | $1.09M | $1.28M | $188,649.85 | 17.31% |
| BR Bill Reuther SILVER OAK SECURITIES Inc.ORPORATED | 295,625 | $23.67M | $24.4M | $730,340.67 | 3.09% |
 Amanda Hawley Atria Wealth Solutions Inc. | 14,479 | $918,645.34 | $1.17M | $252,358.26 | 27.47% |
VictoryShares US 500 Enhanced ETF (CFO) FAQ
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VictoryShares US 500 Enhanced ETF Profile
| NASDAQ (NMS) Exchange | US Country |
Overview
The fund is dedicated to achieving its investment objective by allocating, under typical market conditions, at least 80% of its assets in securities either directly or indirectly within the Nasdaq Victory U.S. Large Cap 500 Long/Cash Volatility Weighted Index. This particular index, which is unmanaged and exclusively maintained by the index provider, employs a volatility weighted approach. It specially identifies the 500 largest stocks in the United States based on market capitalization at the time of determining its constituent securities. Such a strategy emphasizes on reducing risk by focusing on companies that exhibit lower volatility, aiming to offer investors a balanced exposure to the U.S. large-cap segment.
Products and Services
The fund offers a singular, but strategically focused product aligned with its investment objectives:
- Nasdaq Victory U.S. Large Cap 500 Long/Cash Volatility Weighted Index Investment: This investment product is the cornerstone of the fund's offerings, targeting the 500 largest U.S. stocks by market capitalization with a unique twist. Unlike traditional indexes that weight constituents solely based on market cap, the Nasdaq Victory U.S. Large Cap 500 Long/Cash Volatility Weighted Index applies a volatility weighting approach. This methodology aims to mitigate risk and potentially enhance returns by giving precedence to stocks showcasing lower volatility. Such an approach is designed to attract investors seeking growth through reduced risk exposure in the large-cap space, which encompasses some of the most significant and influential companies in the U.S. economy. The fund's commitment to investing at least 80% of its assets into securities within this index, whether directly or indirectly, underscores its goal to leverage the potentially lower risk profile of these carefully selected companies.
