Morningstar

Victory Tax Exempt Intermediate-Term Fund Institutional Shares UITIX Fund Analysis

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

Morningstar’s Analysis UITIX

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

  • People Pillar

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

A straightforward, research-driven approach has produced a solid long-term record.

Associate Analyst Rafael Ramirez

Rafael Ramirez

Associate Analyst

Summary

Victory Tax Exempt Intermediate-Term’s research-driven process and capable managers have delivered solid long-term returns, but the lean team’s relatively aggressive approach compared with most peers limits our conviction in the strategy.

by Rafael Ramirez
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