Victory Incore Low Duration Fund relies on a model-based process that does not stand out and is backed by a thin team. Depending on their fee levels, the strategy’s share classes earn Morningstar Analyst Ratings of Neutral to Negative.
Victory INCORE Low Duration Bond R RLDKX
NAV / 1-Day Return
10.15
/
0.00
%
Total Assets
253.1 Mil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.270%
Expense Ratio
1.270%
Fee Level
High
Longest Manager Tenure
4.02
years
Category
US Fund Short-Term Bond
Credit Quality / Interest Rate Sensitivity
—Min. Initial Investment
0
Status
Open
TTM Yield
1.57%
Effective Duration
—
years
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will RLDKX outperform in future?
Get our overall rating based on a fundamental assessment of the pillar’s below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable RLDKX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the RLDKX 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 RLDKX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Competent, though hardly a standout.
