Morningstar

Victory Income Fund Institutional Shares UIINX

Morningstar Medalist Rating
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Medalist Rating as of See Victory Capital Investment Hub
  • NAV / 1-Day Return$11.20  /  −0.18%
  • Fund Size$3.4B
  • Adjusted Expense Ratio0.530%
  • Net Expense Ratio0.530%
  • Fee Level: DistributionAbove Average
  • Share Class TypeInstitutional
  • Morningstar CategoryIntermediate Core-Plus Bond
  • Fixed-Income Style Box (Funds)Medium/Moderate
  • Minimum Initial Investment$1M
  • Investment StatusOpen
  • TTM Yield4.27%
  • Average Effective Duration5.70 yrs
NAV and 1-Day Return as of

Morningstar’s Analysis UIINX

Will UIINX outperform in the 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 UIINX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Victory Income Institutional holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings UIINX

More UIINX Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings9.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Bonds 2.25%

1.3947M
Government

United States Treasury Notes 3.875%

1.2843M
Government

United States Treasury Notes 4.125%

1.0536M
Government

United States Treasury Notes 4%

1.0435M
Government

United States Treasury Bonds 2.5%

1.0335M
Government

United States Treasury Notes 4.25%

0.8228M
Government

United States Treasury Bonds 2.25%

0.7525M
Government

United States Treasury Bonds 2.75%

0.7225M
Government

United States Treasury Notes 3.875%

0.6723M
Government

United States Treasury Bonds 3.125%

0.6020M
Government

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