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VictoryShares Corporate Bond ETF UCRD

Morningstar Medalist Rating
Medalist Rating as of | See Victory Capital Investment Hub

Morningstar’s Analysis UCRD

Will UCRD outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable UCRD’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the UCRD management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of UCRD’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit VictoryShares Corporate Bond ETF to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings UCRD

More UCRD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 11.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 1.625%

1.69 2.1 Mil
Government

Morgan Stanley 1.593%

1.47 1.8 Mil
Corporate

United States Treasury Notes 4.25%

1.21 1.5 Mil
Government

Bank of America Corp. 2.687%

1.19 1.5 Mil
Corporate

AT&T Inc 3.1%

1.17 1.4 Mil
Corporate

T-Mobile USA, Inc. 2.55%

1.03 1.3 Mil
Corporate

United States Treasury Notes 1.125%

0.99 1.2 Mil
Government

CVS Health Corp 1.75%

0.98 1.2 Mil
Corporate

Bank of America Corp. 3.419%

0.95 1.2 Mil
Corporate

United States Treasury Bonds 3.875%

0.94 1.2 Mil
Government