VictoryShares Core Plus Bond ETF holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.
VictoryShares Core Plus Bond ETF UBND
Morningstar’s Analysis UBND
Will UBND outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 13.0
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
United States Treasury Bonds 4.375% | 2.14 | 43M | Government |
10 Year Treasury Note Future Sept 26 | 1.97 | 39M | Government |
United States Treasury Bonds 5% | 1.78 | 35M | Government |
United States Treasury Notes 4.125% | 1.26 | 25M | Government |
US Treasury Bond Future Sept 26 | 1.12 | 22M | Government |
United States Treasury Bonds 4.5% | 1.03 | 20M | Government |
United States Treasury Notes 4.25% | 0.97 | 19M | Government |
United States Treasury Notes 4.125% | 0.96 | 19M | Government |
United States Treasury Notes 3.375% | 0.92 | 18M | Government |
United States Treasury Notes 4.25% | 0.87 | 17M | Government |
United States