USTIX – Fund Analysis – Victory Tax Exempt Short-Term Inst | Morningstar

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Will USTIX outperform in future?

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Process Pillar

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

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

A new era is under way.

Analyst Thomas Murphy

Thomas Murphy

Analyst

Summary

Victory Tax Exempt Short-Term’s new leadership team and its straightforward approach to munis have yet to demonstrate an edge over peers.

by Thomas Murphy

Rated on May 28, 2024 Published on May 28, 2024

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