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Morningstar

Victory Growth and Tax Strategy USBLX Fund Analysis

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

Morningstar’s Analysis USBLX

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

  • People Pillar

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

An industry-standard approach to curating a tax-sensitive portfolio.

Associate Analyst Nour Al Twal

Nour Al Twal

Associate Analyst

Summary

Turnover on supporting investment cohorts at Victory (formerly known as USAA) Growth and Tax Strategy coupled with a straightforward allocation approach supports a renewed Morningstar Medalist Rating of Neutral across all share classes.

by Nour Al Twal
Rated on Published on

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