VictoryShares US Discovery Enhanced Volatility Wtd ETF (CSF)

Overview

The fund is designed to cater to investors looking to gain exposure to the performance of the Nasdaq Victory U.S. Small Cap 500 Long/Cash Volatility Weighted Index. This unique investment approach focuses on the 500 largest U.S. companies by market capitalization, each valued at less than $3 billion at the time when the index's constituent securities are determined. The fund's strategy involves investing at least 80% of its assets directly or indirectly in the securities that make up the index, adhering to a methodology that emphasizes both long positions in equities and potential cash holdings to manage volatility. This mechanism serves to provide investors with a balanced exposure to small-cap equities, aiming to mitigate risk while striving for growth.

Products and Services

• Nasdaq Victory U.S. Small Cap 500 Long/Cash Volatility Weighted Index Investment

  This product offers investors a chance to partake in the growth potential of small-cap U.S. companies through a strategy closely aligned with the Nasdaq Victory U.S. Small Cap 500 Long/Cash Volatility Weighted Index. By aiming to invest a minimum of 80% of its assets in the securities included in the index, the fund facilitates direct or indirect exposure to a diversified portfolio of small-cap companies. This product is particularly suited for investors seeking investment opportunities beyond large-cap companies, looking instead to tap into the potentially higher growth rates of smaller firms. The focus on volatility weighting helps in potentially reducing the impact of market downturns on the portfolio, making it a compelling option for those concerned with managing investment risk.