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VictoryShares WestEnd U.S. Sector ETF

Why MODL?  

  • Time-tested investment process that utilizes qualitative analysis of a wide range of economic data to identify areas of strength and weakness in the economy and equity markets
  • Exposure to the core U.S. large-cap market, with the potential for excess returns as the Fund’s portfolio positioning evolves throughout the economic cycle
  • Dynamic allocation to sectors that WestEnd believes will benefit most from the current economic backdrop
  • Active avoidance of sectors that the team sees facing the greatest headwinds
  • The equity performance dispersion of economic sectors offers greater opportunity for outperformance through active allocation, in WestEnd’s view, than allocation based on equity style or market capitalization
  • Experienced investment team applying a consistent, disciplined approach developed in 1996 and implemented with ETFs since 2005

The inception date of this ETF is 10/11/2022. Data will populate as it becomes available.

About MODL 

The VictoryShares WestEnd U.S. Sector ETF seeks to achieve favorable returns through active sector selection and avoidance, based on the team’s evaluation of the macroeconomic and market environment. The team combines high-conviction active management with the diversification of investing in passive index-based sector ETFs and actively avoiding sectors to help mitigate risk.

This ETF typically allocates to four to six economic sectors at any given time, with the maximum exposure to a single sector being no more than 35% of the Fund's net assets at the time of purchase.

Portfolio Managers

  • Fritz Porter, CFA  CIO, Portfolio Manager
    14th year at WestEnd Advisors | 23 years of experience
  • Ned Durden, CIS, Portfolio Manager
    16th year at WestEnd Advisors | 25 years of experience
  • Ty Peebles, CFA, CPA, Portfolio Manager
    8th year at WestEnd Advisors | 12 years of experience

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Top 10 Holdings

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Sector Diversification

20221010-2457772