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VictoryShares Emerging Markets Value Momentum ETF (UEVM)UEVM
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Upturn Advisory Summary
09/18/2024: UEVM (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Upturns
Type: ETF | Upturn Star Rating | Today’s Advisory: WEAK BUY |
Profit: 17.23% | Upturn Advisory Performance  3 | Avg. Invested days: 69 |
| Profits based on simulation | ETF Returns Performance  3 | Last Close 09/18/2024 |
Type: ETF | Today’s Advisory: WEAK BUY |
Profit: 17.23% | Avg. Invested days: 69 |
Upturn Star Rating | ETF Returns Performance 3 |
| Profits based on simulation Last Close 09/18/2024 | Upturn Advisory Performance 3 |
Key Highlights
Volume (30-day avg) 1834 | Beta 0.81 |
52 Weeks Range 37.27 - 48.11 | Updated Date 09/18/2024 |
52 Weeks Range 37.27 - 48.11 | Updated Date 09/18/2024 |
AI Summarization
Overview of VictoryShares Emerging Markets Value Momentum ETF (EMVM)
Profile:
- Focus: Emerging markets equities
- Asset allocation: Value and momentum stocks
- Investment strategy: Actively managed, identifying stocks with attractive valuations and strong growth potential.
Objective:
- To generate long-term capital appreciation by investing in a diversified portfolio of emerging market equities with value and momentum characteristics.
Issuer:
- Victory Capital Management
- Reputation and Reliability: Established investment firm with over $150 billion in assets under management.
- Management: Experienced team with expertise in emerging markets and quantitative analysis.
Market Share & AUM:
- Market share: 0.4% of the Emerging Markets Equity ETF category (as of November 2023)
- Total net assets: $235 million (as of November 2023)
Moat:
- Active management: Differentiates EMVM from passively managed ETFs.
- Quantitative approach: Leverages data analysis to identify undervalued and high-momentum stocks.
- Experienced team: Provides deep expertise in emerging markets and value investing.
Financial Performance:
- 3-year annualized return: 14.5% (as of November 2023)
- Outperformed its benchmark, the MSCI Emerging Markets Value Index, by 3.5% over the same period.
Growth Trajectory:
- Emerging markets are expected to continue experiencing strong economic growth in the long term.
- Value and momentum investing styles have historically generated outperformance over long periods.
Liquidity:
- Average trading volume: 20,000 shares per day (as of November 2023)
- Bid-ask spread: 0.15% (as of November 2023)
Market Dynamics:
- Global economic growth
- Emerging market political and economic stability
- Sector performance and valuations
- Investor sentiment
Competitors:
- iShares MSCI Emerging Markets Value Factor ETF (EFV)
- Vanguard FTSE Emerging Markets Value ETF (VWO)
- SPDR S&P Emerging Markets Value ETF (GVAL)
Expense Ratio:
- 0.65%
Investment Approach and Strategy:
- Actively managed, aiming to outperform the MSCI Emerging Markets Value Index
- Invests in a diversified portfolio of value and momentum stocks across various emerging market countries and sectors
- Uses quantitative analysis to identify stocks with attractive valuations and strong growth potential
Key Points:
- Actively managed ETF seeking to outperform the market
- Focuses on undervalued and high-momentum stocks in emerging markets
- Led by an experienced team with deep expertise
- Competitive expense ratio
Risks:
- Emerging markets are generally considered more volatile than developed markets.
- Value and momentum investing styles may underperform in certain market environments.
- Currency risk due to exposure to foreign exchange fluctuations.
Who Should Consider Investing:
- Investors seeking long-term capital appreciation with a higher risk tolerance
- Investors interested in emerging market exposure with a value and momentum focus
- Investors who trust Victory Capital Management's investment expertise
Fundamental Rating Based on AI:
8.5/10
- Strong financial performance
- Experienced management team
- Defined investment strategy
- Competitive expense ratio
- Emerging market growth potential
Resources and Disclaimers:
- Resources used: VictoryShares website, Morningstar, Bloomberg
- This analysis is for informational purposes only and should not be considered investment advice. Please consult with a financial professional before making any investment decisions.
Disclaimer: This information is accurate as of November 2023. Please be aware that market conditions and data may change after this date.
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 Emerging Markets Value Momentum ETF
The fund invests at least 80% of its assets in securities in the index, depositary receipts on securities in the index and securities underlying depositary receipts in the index. The index is designed to deliver exposure to equity market performance in the global emerging markets and provide higher exposure to value and momentum factors within the parent index while also maintaining moderate Index turnover and lower realized volatility than traditional capitalization weighted indexes.
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