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Upturn AI SWOT - About
VictoryShares THB Mid Cap ESG ETF (MDCP)
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Upturn Advisory Summary
04/01/2025: MDCP (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Analysis of Past Performance
Type ETF | Historic Profit 18.08% | Avg. Invested days 63 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 41112 | Beta 1.07 | 52 Weeks Range 26.43 - 31.04 | Updated Date 04/2/2025 |
52 Weeks Range 26.43 - 31.04 | Updated Date 04/2/2025 |
Upturn AI SWOT
VictoryShares THB Mid Cap ESG ETF
ETF Overview
Overview
The VictoryShares THB Mid Cap ESG ETF (US: MDCP) seeks to provide investment results that closely correspond, before fees and expenses, to the performance of the THB Mid Cap ESG Index. The fund focuses on mid-capitalization US companies with strong Environmental, Social, and Governance (ESG) profiles, excluding those with significant negative ESG impacts.
Reputation and Reliability
VictoryShares is a division of Victory Capital Management, known for a range of investment strategies. They are generally considered reliable with a good track record.
Management Expertise
Victory Capital has a team of experienced investment professionals overseeing the fund's management and ESG integration.
Investment Objective
Goal
To provide investment results that closely correspond, before fees and expenses, to the performance of the THB Mid Cap ESG Index.
Investment Approach and Strategy
Strategy: The ETF aims to track the THB Mid Cap ESG Index, which screens mid-cap companies for ESG factors.
Composition The ETF primarily holds stocks of mid-capitalization US companies that meet the index's ESG criteria.
Market Position
Market Share: The ETF's market share is relatively small compared to broader mid-cap ETFs, but it is growing within the ESG-focused segment.
Total Net Assets (AUM): 24831579
Competitors
Key Competitors
- XJH
- ESGV
- NUSC
Competitive Landscape
The ESG ETF market is competitive with many established players. MDCP differentiates itself by focusing on the THB Mid Cap ESG Index, offering a distinct ESG methodology. Advantages include its ESG focus and potential for outperformance compared to broad market indices due to ESG screening. Disadvantages include lower trading volume compared to larger competitors.
Financial Performance
Historical Performance: Historical performance can be found in the fund factsheet or on financial websites.
Benchmark Comparison: Performance should be regularly compared to the THB Mid Cap ESG Index to assess tracking effectiveness.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
The ETF's average trading volume is moderate and can vary.
Bid-Ask Spread
The bid-ask spread is generally tight, but can widen during periods of market volatility.
Market Dynamics
Market Environment Factors
Economic indicators, interest rates, and ESG investing trends influence the ETF's performance. Sector growth prospects within the mid-cap space also play a role.
Growth Trajectory
Growth trends depend on investor demand for ESG investments and the performance of the THB Mid Cap ESG Index. Changes to strategy and holdings are detailed in fund prospectuses and fact sheets.
Moat and Competitive Advantages
Competitive Edge
VictoryShares THB Mid Cap ESG ETF's competitive edge lies in its focused ESG screening methodology within the mid-cap space. The ETF leverages VictoryShares' expertise in ESG investing to provide a specific investment strategy. Its adherence to the THB Mid Cap ESG Index provides a transparent and rules-based approach. This provides a niche investment opportunity for ESG-conscious investors seeking exposure to mid-sized companies.
Risk Analysis
Volatility
Volatility is typical for mid-cap equities and can be impacted by market fluctuations.
Market Risk
Specific risks include equity market risk, ESG screening risk (potential underperformance relative to non-ESG screened peers), and sector concentration risk.
Investor Profile
Ideal Investor Profile
The ideal investor is an ESG-conscious investor seeking exposure to mid-cap US equities.
Market Risk
The ETF is suitable for long-term investors who prioritize ESG factors in their investment decisions.
Summary
The VictoryShares THB Mid Cap ESG ETF provides targeted exposure to mid-cap US companies with strong ESG characteristics. It tracks the THB Mid Cap ESG Index, offering a rules-based approach to ESG investing. The ETF is suitable for long-term investors seeking to align their investments with ESG values. However, potential investors should consider the fund's expense ratio, trading volume, and potential for underperformance compared to broader market indices. Its performance depends heavily on the market and the ESG investment trends.
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Sources and Disclaimers
Data Sources:
- VictoryShares Website
- ETF.com
- Morningstar
Disclaimers:
Data is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About VictoryShares THB Mid Cap ESG ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The adviser pursues the fund"s investment objective by investing, under normal circumstances, at least 80% of its assets in equity securities of mid-cap companies. The adviser considers "mid-cap companies" to be companies with market capitalizations that, at the time of initial purchase, are within the capitalization range of companies comprising the Russell Mid Cap Index. Generally, the adviser expects the fund will hold approximately 30 securities. The equity securities in which the fund invests are primarily common stocks. In addition, the fund may invest in foreign securities, including ADRs and GDRs.
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