URSBX – Fund Analysis – Victory Short Term Bond R6 | Morningstar

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Will URSBX outperform in future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable URSBX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

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

CIO Succession at Victory Capital; Ratings Unchanged

null Ken Noguchi

Ken Noguchi

Analyst Note

James Jackson, who Victory Capital appointed co-CIO alongside John Spear in January 2023, will become the sole CIO at year-end after Spear retires, the firm announced on Oct. 1, 2024. This orderly transition does not alter the pillar ratings or overall Morningstar Medalist Ratings for the four Victory funds under our full, qualitative analyst coverage: Victory Core Plus Intermediate Bond UIITX, Victory Short-Term Bond UISBX, VictoryShares Short-Term Bond ETF USTB, and VictoryShares Core Intermediate Bond ETF UITB.

by Ken Noguchi

Published on Oct 3, 2024

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