Advertisement
Skip to Content

Victory Tax-Exempt A GUTEX

Quantitative rating as of
  • NAV / 1-Day Return 8.51  /  0.01 %
  • Total Assets 37.4 Mil
  • Adj. Expense Ratio
    0.800%
  • Expense Ratio 0.800%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Muni National Long
  • Credit Quality / Interest Rate Sensitivity
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 3.74%
  • Effective Duration 8.41 years

Morningstar’s Analysis GUTEX

Will GUTEX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

|

Increased confidence in Victory Tax-Exempt A's prospects relative to its Morningstar Category peers results in an upgrade in this strategy's Morningstar Quantitative Rating to Neutral from Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

Unlock our full analysis with Morningstar Investor