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Victory Low Duration Bond Y RSDYX Fund Analysis

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

Morningstar’s Analysis RSDYX

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

  • People Pillar

    The People Pillar is our evaluation of the RSDYX 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 RSDYX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Process downgraded to Average following management and process change.

Strategist Maciej Kowara

Maciej Kowara

Strategist

Summary

Victory Low Duration Bond has undergone significant changes, moving from a quantitatively driven approach to a traditional security-selection focus under its new managers, who think fundamental research is more of their expertise than previous management’s heavy reliance on quant-driven filters and signals. This shift has led to a more conservative portfolio that prioritizes USD cash bonds and results in a more mainstream look for a fund in the short-term bond Morningstar Category.

by Maciej Kowara
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