Morningstar

VictoryShares Core Plus Intmdt Bond ETF UBND

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

Morningstar’s Analysis UBND

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

  • People Pillar

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit VictoryShares Core Plus Intmdt Bond ETF to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings UBND

More UBND Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Bonds 4.5%

3.21 14.7 Mil
Government

United States Treasury Bonds 5%

3.00 13.8 Mil
Government

United States Treasury Bonds 1.75%

2.24 10.3 Mil
Government

United States Treasury Notes 4.5%

2.18 10.0 Mil
Government

Us 10yr Note Fut Dec24

2.11 9.7 Mil
Government

United States Treasury Notes 4.625%

1.56 7.2 Mil
Government

United States Treasury Notes 1.875%

1.41 6.5 Mil
Government

United States Treasury Bonds 4.125%

1.34 6.2 Mil
Government

United States Treasury Notes 3.375%

1.32 6.1 Mil
Government

United States Treasury Notes 3.875%

1.28 5.9 Mil
Government

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