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Victory INCORE Low Duration Bond C RLDCX

Analyst rating as of
NAV / 1-Day Return
10.23  /  0.10 %
Total Assets
239.7 Mil
Adj. Expense Ratio
1.620%
Expense Ratio
1.620%
Fee Level
High
Longest Manager Tenure
4.86 years
Category
Short-Term Bond
Credit Quality / Interest Rate Sensitivity
Min. Initial Investment
2,500
Status
Open
TTM Yield
0.61%
Effective Duration
years
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Morningstar’s Analysis

Will RLDCX outperform in future?

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

A reasonable option for those who want diversified exposure to the short end of the yield curve.

Associate Director

Summary

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Victory Incore Low Duration Bond relies on a model-based process that is competent but doesn't stand out. The team is thin, and while it can access analysts from Victory's USAA subsidiary, the exact nature of that relationship is ambiguous. Finally, performance has been uninspiring. The strategy's share classes are priced at above-average or high levels and earn Morningstar Analyst Ratings of Neutral to Negative.

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