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ETFs

A tune-up for your equities portfolio

Does your index (or equities allocation) need a tune-up? Consider the merits of a volatility-weighted approach.

SCOTT KEFER, CFA | 7/24/2019

ETFs

Are FAANGs losing their bite? Rethink your equities allocation

As the FAANG stocks come under scrutiny, should investors stay committed to market-cap indexes like the S&P 500 Index?

KEVIN BALES, CFA | 6/4/2019

ETFs

A proper pivot: Time to elevate dividend-focused strategies?

While the Fed pledges to remain “patient,” investors wonder if and how they should pivot to high-dividend strategies.

DAN BANASZAK, CFA | 4/2/2019

ETFs

Exit stage left: When mega-caps fall out of favor

The largest stocks in a cap-weighted index are not permanent fixtures.

DAN BANASZAK, CFA | 2/21/2019

ETFs

Don't skip lunch: It's time to put risk-weighting on your menu

Are cap-weighted benchmarks like the S&P 500 now vulnerable to a period of underperformance? Read why VictoryShares prefers a more diversified approach.

MANNIK DHILLON, CFA, CAIA & KEVIN BALES, CFA | 1/25/2019

ETFs

When market cap equals market pain

Volatility re-emerges, and we’re reminded of something Mark Twain said: “History doesn’t repeat itself, but it often rhymes.”

MANNIK DHILLON, CFA, CAIA | 10/11/2018

ETFs

Emotional rescue?

The bull market is being hailed as the longest in history. But will the good times last forever? What will you do when the road gets rocky?

MANNIK DHILLON, CFA, CAIA | 9/6/2018

ETFs

Active vs. passive: It's not binary

The active vs. passive management debate is not a binary decision. Rather than focusing on labels, astute goals-based investors should step back to determine how to assemble various strategies in a portfolio.

MANNIK DHILLON, CFA, CAIA | 8/24/2018

ETFs

Strategic beta how-to

Strategic beta, aka smart beta, has been getting a lot of ink recently. But investors still have questions. Here’s a primer on how to incorporate strategic beta into a portfolio.

MANNIK DHILLON, CFA, CAIA | 8/16/2018

Consider the investment objectives, risks, charges and expenses of the funds carefully before investing. Download a prospectus or summary prospectus, if available, containing this and other important information for USAA Mutual Funds from www.usaa.com/prospectus, for Victory mutual funds from www.victoryfunds.com, or for VictoryShares and VictoryShares USAA ETFs from www.victorysharesliterature.com. Read it carefully before investing.

Investments involve risk including possible loss of principal. The value of the equity securities in which the fund invest may decline in response to developments affecting individual companies and/or general economic conditions. Dividends are never guaranteed. International investing involves special risks, which include changes in currency rates, foreign taxation and differences in auditing standards and securities regulations, political uncertainty, and greater volatility. Emerging markets involve heightened risks related to the same factors as well as increased volatility and lower trading volume. You may lose money by investing. There are no guarantees the funds will achieve their investment objectives and strategies may be unsuccessful.

Investments in bank loans may at times become difficult to value and highly illiquid; they are subject to credit risk such as nonpayment of principal or interest, and risks of bankruptcy and insolvency. Fixed income securities are subject to interest rate, inflation, credit and default risk. The bond market is volatile. As interest rates rise, bond prices usually fall, and vice versa. The return of principal is not guaranteed, and prices may decline if an issuer fails to make timely payments or its credit strength weakens.

ETFs have the same risks as the underlying securities traded on the exchange throughout the day. Redemptions are limited and often commissions are charged on each trade, and ETFs may trade at a premium or discount to their net asset value. There can be no assurance that an active trading market for shares of an ETFs will develop or be maintained. The ETFs are not actively managed and may be affected by a general decline in market segments related to the Indexes. The ETFs invest in securities included in, the Index, regardless of their investment merits. The performance of the ETFs may diverge from that of the Indexes.

Fixed income securities are subject to interest rate, inflation, credit and default risk. The bond market is volatile. As interest rates rise, bond prices usually fall, and vice versa. The return of principal is not guaranteed, and prices may decline if an issuer fails to make timely payments or its credit strength weakens.

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Victory Capital means Victory Capital Management Inc., the investment manager of the USAA Mutual Funds and VictoryShares USAA ETFs. Victory Mutual Funds and USAA Mutual Funds are distributed by Victory Capital Advisers, Inc. (VCA). VictoryShares ETFs and VictoryShares USAA ETFs are distributed by Foreside Fund Services, LLC (Foreside). VCA and Foreside are members of FINRA and SIPC. Victory Capital Management Inc. (VCM) is the investment adviser to the Victory Mutual Funds, USAA Mutual Funds, VictoryShares ETFs, and VictoryShares USAA ETFs. VCA and VCM are not affiliated with Foreside. USAA is not affiliated with Foreside, VCM, or VCA. USAA and the USAA logos are registered trademarks and the USAA Mutual Funds and USAA Investments logos are trademarks of United Services Automobile Association and are being used by Victory Capital and its affiliates under license.

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