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Morningstar

VictoryShares Core Plus Intmdt Bond ETF UBND

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

Morningstar’s Analysis UBND

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

People Pillar

The People Pillar is our evaluation of the UBND 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 UBND’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 Core Plus Intmdt Bond ETF to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings UBND

More UBND Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 488
  • Other Holdings 7
  • % Assets in Top 10 Holdings 24.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Bonds 1.75%

4.50
10,328,250
Government

United States Treasury Notes 1.875%

3.86
8,863,047
Government

Us 10yr Note (Cbt)sep23

3.47
7,964,688
Government

Us Long Bond(Cbt) Sep23

2.79
6,395,312
Government

United States Treasury Notes 3.5%

2.66
6,114,043
Government

United States Treasury Notes 2.75%

1.96
4,488,523
Government

United States Treasury Notes 1.25%

1.80
4,139,844
Government

United States Treasury Bonds 2%

1.25
2,878,711
Government

United States Treasury Notes 0.625%

1.00
2,293,805
Government

United States Treasury Bonds 3.375%

0.90
2,074,516
Government