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.
- NAV / 1-Day Return 8.51 / 0.01 %
- Total Assets 37.4 Mil
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Adj. Expense Ratio
- 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.