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VictoryShares Corporate Bond ETF UCRD

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

Morningstar’s Analysis UCRD

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

People Pillar

The People Pillar is our evaluation of the UCRD 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 UCRD’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 Corporate 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 second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings UCRD

More UCRD Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 263
  • Other Holdings 12
  • % Assets in Top 10 Holdings 11.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Morgan Stanley 1.593%

1.93
1,995,239
Corporate

Bank of America Corporation 2.687%

1.31
1,359,239
Corporate

AT&T Inc 3.1%

1.25
1,295,340
Corporate

United States Treasury Notes 1.125%

1.15
1,184,375
Government

T-Mobile USA, Inc. 2.55%

1.14
1,181,207
Corporate

CVS Health Corp 1.75%

1.11
1,143,651
Corporate

Bank of America Corporation 3.419%

1.08
1,116,558
Corporate

Evergy Kansas Central Inc. 0%

0.97
999,849
Cash and Equivalents

JPMorgan Chase & Co. 1.953%

0.91
937,922
Corporate

Oracle Corp. 1.65%

0.87
903,714
Corporate