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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 cost advantage over competitors, priced within the lowest 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 —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Bonds 4.5%

3.77 12.7 Mil
Government

United States Treasury Bonds 5%

3.65 12.3 Mil
Government

United States Treasury Bonds 1.75%

2.77 9.3 Mil
Government

United States Treasury Notes 1.875%

1.85 6.2 Mil
Government

10 Year Treasury Note Future June 24

1.76 5.9 Mil
Government

United States Treasury Bonds 4.125%

1.76 5.9 Mil
Government

United States Treasury Bonds 4.375%

1.71 5.8 Mil
Government

United States Treasury Notes 3.875%

1.64 5.5 Mil
Government

Us Long Bond Fut Jun24

1.63 5.5 Mil
Government

United States Treasury Notes 3.5%

1.51 5.1 Mil
Government