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About VictoryShares THB Mid Cap ETF
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Inception date
Oct 5, 2021
Structure
Open-Ended Fund
Distributes
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Tax on distributions
Qualified dividends
Primary advisor
Victory Capital Management, Inc. (Investment Management)
Distributor
Foreside Fund Services LLC
MDCP actively invests in mid-cap stocks using a bottom-up, fundamental research investment process. The portfolio comprises about 30 stocks believed to offer the highest adjusted return, which is calculated by applying a proprietary quality assessment and risk measures to each securitys pre-adjusted expected return. The quality assessment identifies high-quality companies based on their management, financial strength, industry position, and ESG rating. The ESG rating is derived using a proprietary methodology from an internal financial materiality map that considers how material various ESG factors are to a companys specific industry. The fund focuses on common stocks and expects to invest only 10% or less in foreign securities, ADRs, and GDRs. On February 1, 2024, the fund dropped ESG from its name. This change did not affect the funds investment strategy.
Classification
What's in the fund
Exposure type
Producer Manufacturing
Finance
Stock breakdown by region
Displays a symbol's price movements over previous years to identify recurring trends.