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Victory Tax Exempt Short-Term Class A UTESX Fund Analysis

| Medalist Rating as of | See Victory Capital Investment Hub

Morningstar’s Analysis UTESX

Will UTESX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Leadership changes on this straightforward short-term muni strategy.

Analyst Thomas Murphy

Thomas Murphy

Analyst

Summary

Victory Tax Exempt Short-Term’s team recently experienced leadership changes, and its buy-and-hold approach lacks an edge over competitors. The strategy retains a Morningstar Medalist Rating of Neutral for its cheaper share classes and a Negative for its more expensive share class.

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