Morningstar

Victory Core Plus Intermediate Bond Fund C Shares UITCX

Morningstar Medalist Rating
Medalist Rating as of | See Victory Capital Investment Hub
  • NAV / 1-Day Return 9.12  /  −0.11 %
  • Total Assets 5.3B
  • Adj. Expense Ratio
    1.530%
  • Expense Ratio 1.530%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Intermediate Core-Plus Bond
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 3.86%
  • Effective Duration 5.34 years

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 12:11 AM GMT+0

Morningstar’s Analysis UITCX

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

  • People Pillar

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

More risk with sound downside protection.

Analyst Ken Noguchi

Ken Noguchi

Analyst

Summary

Victory Core Plus Intermediate Bond team’s thoughtful approach to credit and risk management warrants a Process Pillar upgrade to Above Average from Average.

by Ken Noguchi
Rated on Published on

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Portfolio Holdings UITCX

More UITCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 14.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Bonds 5%

2.92 165M
Government

US Treasury Bond Future June 26

2.59 146M
Government

10 Year Treasury Note Future June 26

2.07 117M
Government

United States Treasury Notes 4.5%

1.63 92M
Government

United States Treasury Bonds 4.375%

1.40 79M
Government

United States Treasury Bonds 4.5%

1.21 68M
Government

Fic 3.63% , 4/1/2026

1.12 63M
Cash and Equivalents

United States Treasury Bonds 4.125%

0.93 52M
Government

Future on 5 Year Treasury Note

0.73 41M
Government

United States Treasury Bonds 4.75%

0.68 38M
Government

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