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Morningstar

Victory Core Plus Intermediate Bond Cl A UITBX

Morningstar Medalist Rating
Medalist Rating as of | See Victory Capital Investment Hub
  • NAV / 1-Day Return 8.91  /  −0.32 %
  • Total Assets 4.2 Bil
  • Adj. Expense Ratio
    0.920%
  • Expense Ratio 0.920%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Intermediate Core-Plus Bond
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 4.02%
  • Effective Duration 5.62 years

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:18 PM GMT+0

Morningstar’s Analysis UITBX

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

  • People Pillar

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

Credit-heavy.

Senior Analyst Sam Kulahan

Sam Kulahan

Senior Analyst

Summary

Victory Core Plus Intermediate Bond’s industry-standard approach, elevated credit risk relative to most peers, and leaner analyst resources overshadow its strengths.

by Sam Kulahan
Rated on Published on

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Portfolio Holdings UITBX

More UITBX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 1.875%

3.38 151.3 Mil
Government

United States Treasury Notes 2.75%

2.91 130.1 Mil
Government

Us Long Bond Fut Jun24

2.74 122.2 Mil
Government

United States Treasury Bonds 5%

2.61 116.7 Mil
Government

United States Treasury Notes 3.375%

2.59 115.6 Mil
Government

10 Year Treasury Note Future June 24

1.89 84.3 Mil
Government

United States Treasury Bonds 4.5%

1.81 81.0 Mil
Government

United States Treasury Bonds 2.375%

1.78 79.7 Mil
Government

United States Treasury Bonds 4.125%

1.75 78.4 Mil
Government

United States Treasury Notes 3.5%

1.47 65.5 Mil
Government