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Upturn AI SWOT - About
VictoryShares ESG Corporate Bond ETF (UCRD)
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Upturn Advisory Summary
08/14/2025: UCRD (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 11.16% | Avg. Invested days 50 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.23 | 52 Weeks Range 20.06 - 21.43 | Updated Date 06/29/2025 |
52 Weeks Range 20.06 - 21.43 | Updated Date 06/29/2025 |
Upturn AI SWOT
VictoryShares ESG Corporate Bond ETF
ETF Overview
Overview
The VictoryShares ESG Corporate Bond ETF (UZCD) seeks to provide investment results that closely correspond to the performance of the Bloomberg Barclays US Corporate ESG Focused Index. The ETF primarily invests in U.S. dollar-denominated, investment-grade corporate bonds screened for environmental, social, and governance (ESG) factors.
Reputation and Reliability
Victory Capital Management is a reputable asset manager with a solid track record in the ETF market.
Management Expertise
The management team possesses significant experience in fixed income investing and ESG integration.
Investment Objective
Goal
To track the performance of the Bloomberg Barclays US Corporate ESG Focused Index.
Investment Approach and Strategy
Strategy: Tracks the Bloomberg Barclays US Corporate ESG Focused Index, a market-value weighted index of U.S. dollar-denominated, investment-grade corporate bonds screened for ESG factors.
Composition Primarily holds investment-grade corporate bonds. The composition is determined by the underlying index methodology.
Market Position
Market Share: The ETF holds a small market share within the corporate bond ESG ETF segment.
Total Net Assets (AUM): 82420000
Competitors
Key Competitors
- ICSH
- VCEB
- LQD
Competitive Landscape
The corporate bond ESG ETF market is competitive, with several established players. UZCD differentiates itself through its specific index methodology. Advantages include a focused ESG approach. Disadvantages include lower AUM compared to larger competitors.
Financial Performance
Historical Performance: Historical performance data can be sourced from financial data providers. Past performance is not indicative of future results.
Benchmark Comparison: The ETF's performance should be compared to the Bloomberg Barclays US Corporate ESG Focused Index to assess tracking effectiveness.
Expense Ratio: 0.15
Liquidity
Average Trading Volume
The ETF exhibits a moderate average trading volume, which is sufficient for most investors.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting reasonable liquidity.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate movements, credit spreads, and overall market sentiment affect UZCD.
Growth Trajectory
Growth depends on investor demand for ESG-focused fixed income products and the ETF's ability to track its index effectively.
Moat and Competitive Advantages
Competitive Edge
UZCD offers a focused ESG approach to corporate bond investing, aligning with the growing investor demand for responsible investments. The ETF's strategy may attract investors seeking to integrate ESG considerations into their fixed-income portfolios. The low expense ratio provides an opportunity for a high return in the long run. However, it faces stiff competition from larger, more established ESG bond ETFs.
Risk Analysis
Volatility
Volatility is typical for a corporate bond ETF, influenced by interest rate sensitivity and credit risk.
Market Risk
Subject to interest rate risk, credit risk, and general market fluctuations. ESG screening may not eliminate all risks.
Investor Profile
Ideal Investor Profile
Investors seeking exposure to investment-grade corporate bonds with an ESG focus. Suited for those who prioritize responsible investing.
Market Risk
Best suited for long-term investors seeking to incorporate ESG factors into their fixed income allocation.
Summary
VictoryShares ESG Corporate Bond ETF (UZCD) provides exposure to investment-grade corporate bonds with an ESG overlay, tracking the Bloomberg Barclays US Corporate ESG Focused Index. While the fund has a relatively low expense ratio, it operates in a competitive landscape with lower AUM and moderate liquidity. The fund's performance relies on its ability to track the index closely and investor demand for ESG-focused fixed income. Therefore, investors should consider the fund's alignment with their ESG objectives and risk tolerance when making investment decisions.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Victory Capital Website
- Bloomberg
- Morningstar
Disclaimers:
Data is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market share data is based on available information and may be approximate.
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 ESG Corporate Bond ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, the fund invests at least 80% of its net assets in corporate bonds, and in related derivatives and other instruments that have economic characteristics similar to corporate bonds. The fund will invest primarily in investment-grade securities, but may invest up to 10% of its net assets in below-investment-grade corporate credit securities, which are sometimes referred to as high-yield or "junk" bonds.
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