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VictoryShares THB Mid Cap ESG ETF

Why MDCP?

  • Focused, high-conviction portfolio of approximately 30 holdings primarily in the consumer, healthcare, industrials and information technology sectors
  • Patient, long-term investment horizon of 3-7 years
  • Bottom-up, time-tested investment process to identify companies believed to have the ability to grow their businesses via internally generated cash flows 
  • Proprietary stock selection and risk management methods including internal THB ESG Rating, THB Risk Grade and THB Quality Assessment
  • Exposure to what THB believes are high-quality, profitable businesses with strong operating histories and low levels of net debt
  • A diverse, seasoned team committed to innovation, diversity of thought and continuity of THB’s 35+ year investment philosophy 
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This information must be preceded or accompanied by a current prospectus. For standardized performance, click on the Performance tab above.

About MDCP
The VictoryShares THB Mid Cap ESG ETF offers a focused, high-conviction portfolio of approximately 30 stocks, typically comprised of high-quality businesses that can prudently grow shareholder equity over time. 

This ETF seeks capital appreciation and invests primarily in mid cap companies by fully integrating Environmental, Social and Governance (“ESG”) factors into its investment process.

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Past performance does not guarantee future results. The performance data quoted represents past performance and current performance may be lower or higher. The investment return and principal value will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than the original cost. ETF shares are bought and sold at market price (not NAV) and are not individually redeemed from the Fund. Brokerage commissions will reduce returns. Market price returns are based on price of the last reported trade on the fund’s primary exchange. If you trade your shares at another time, your return may differ. ETF redemptions are limited and commissions are often charged on each trade. ETFs may trade at a premium or discount to their net asset value.

Returns include reinvestment of dividends and capital gains. Performance for periods greater than one year is annualized.

Fee waivers and/or expense reimbursements were in place for some or all periods shown, without which, fund performance would have been lower.

Net expense ratios reflect the contractual waiver and/or reimbursement of management fees through October 31, 2023.

High, double-digit returns are highly unusual and cannot be sustained. Investors should be aware that these returns were primarily achieved during favorable market conditions. 

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Top 10 Holdings

Subject to change.

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Characteristics

Carefully consider a fund's investment objectives, risks, charges and expenses before investing. To obtain a prospectus or summary prospectus containing this and other important information, visit vcm.com/prospectus. Read it carefully before investing.

All investing involves risk, including the potential loss of principal.

ETF redemptions are limited and commissions are often charged on each trade. ETFs may trade at a premium or discount to their net asset value.

International investments may involve risk of capital loss from unfavorable fluctuation in currency values, from differences in generally accepted accounting principles or from economic or political instability in other nations.

Investments in mid-cap companies typically exhibit higher volatility.

To the extent the Fund invests in a small number of issuers, its value may be negatively affected by the a decline in market value of a particular security than if the Fund invested in a larger number of issuers.

Investments concentrated in an industry or group of industries may face more risks and exhibit higher volatility than investments that are more broadly diversified over industries or sectors.

The Adviser’s integration of responsible investing or Environmental, Social and Corporate Governance ("ESG") considerations may result in the Fund forgoing some market opportunities available to funds that do not apply such considerations. Responsible investing considerations may be linked to long-term rather than short-term returns.

To facilitate commencement and/or growth of the Fund, seed investors, such as the Fund's Adviser or one of its affiliates, a lead market maker, Authorized Participant, or other entity may contribute all or most of the assets in the Fund. If a seed investor redeems its shares, it could negatively impact the Fund's NAV, market price and brokerage costs.

The value of your investment is also subject to geopolitical risks such as wars, terrorism, environmental disasters, and public health crises; the risk of technology malfunctions or disruptions; and the responses to such events by governments and/or individual companies.

Cash flow refers to the net amount of cash and cash equivalents being transferred in and out of a company.

ESG investing is defined as utilizing environmental, social, and governance (ESG) criteria as a set of standards for a company’s operations that socially conscious investors use to screen potential investments.

The Russell Microcap® Index is a capitalization weighted index of 2,000 stocks that captures the smallest 1,000 companies in the Russell 2000 and 1,000 smaller US based listed stocks. 

VictoryShares ETFs are distributed by Foreside Fund Services, LLC (Foreside).  Victory Funds are distributed by Victory Capital Services, Inc. (VCS). VCS is not affiliated with Foreside.

Learn more about Foreside at FINRA's BrokerCheck.

Not FDIC Insured • May Lose Value • No Bank Guarantee

20211001-1844627

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©2023 Victory Capital Management Inc.