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VictoryShares Core Intermediate Bond ETF UITB

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

Morningstar’s Analysis UITB

Will UITB 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 UITB’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the UITB 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 UITB’s parent organization’s priorities and whether they’re in line with investors’ interests.

Credit-heavy for a core bond offering.

Senior Analyst Sam Kulahan

Sam Kulahan

Senior Analyst

Summary

VictoryShares Core Intermediate-Term Bond ETF UITB has had success, but its industry-standard approach and elevated credit risk relative to most peers, paired with leaner analyst resources, provide pause.

by Sam Kulahan
Rated on Published on

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Portfolio Holdings UITB

More UITB Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 917
  • Other Holdings 19
  • % Assets in Top 10 Holdings 16.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 4.125%

4.20
67,990,547
Government

United States Treasury Notes 3.375%

2.85
46,046,875
Government

United States Treasury Notes 3.875%

1.78
28,762,500
Government

Federal National Mortgage Association 4.5%

1.30
21,013,251
Securitized

United States Treasury Notes 1%

1.16
18,830,625
Government

United States Treasury Notes 1.625%

1.02
16,509,375
Government

United States Treasury Notes 2.375%

1.00
16,245,000
Government

United States Treasury Notes 4%

0.97
15,610,000
Government

United States Treasury Bonds 3.875%

0.93
15,116,719
Government

United States Treasury Bonds 4.125%

0.92
14,932,500
Government