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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 —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 16.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 4.125%

3.44 67.0 Mil
Government

United States Treasury Notes 3.375%

2.48 48.4 Mil
Government

United States Treasury Notes 4.5%

2.23 43.6 Mil
Government

United States Treasury Notes 4.125%

1.74 34.0 Mil
Government

United States Treasury Notes 3.875%

1.65 32.2 Mil
Government

Federal National Mortgage Association 4.5%

1.04 20.3 Mil
Securitized

United States Treasury Notes 4%

1.00 19.4 Mil
Government

United States Treasury Notes 4%

0.98 19.0 Mil
Government

United States Treasury Notes 4%

0.94 18.3 Mil
Government

United States Treasury Bonds 4.125%

0.93 18.1 Mil
Government