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Nasdaq - Delayed Quote USD

Victory Core Plus Intermediate Bond Fund (UIITX)

9.23
-0.01
(-0.11%)
At close: 8:04:02 PM EDT

Fund Summary

The fund normally invests at least 80% of its assets in a broad range of debt securities that have a dollar-weighted average portfolio maturity between three to 10 years. It will invest primarily in investment-grade securities, but also may invest up to 10% of its net assets in below-investment-grade securities, which are sometimes referred to as high-yield or "junk" bonds.

Victory Core Plus Intermediate Bond Fund

San Antonio, TX78288
9800 Fredericksburg Road

Fund Overview

Category Intermediate Core-Plus Bond
Fund Family Victory Capital
Net Assets 5.28B
YTD Return 2.86%
Yield 4.48%
Morningstar Rating
Inception Date Aug 02, 1999

Fund Operations

Last Dividend 0.07
Last Cap Gain -12.00
Holdings Turnover 36.00%
Average for Category --

Fees & Expenses

Expense UIITX Category Average
Annual Report Expense Ratio (net) 0.57% 0.75%
Prospectus Net Expense Ratio 0.57% --
Prospectus Gross Expense Ratio 0.59% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 3.74%
Max Deferred Sales Load -- 1.41%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Jim Jackson is chief investment officer and senior portfolio manager of Victory Income Investors, which was formerly known as USAA Investments, a Victory Capital Investment Franchise, and was acquired by Victory Capital in July 2019. Prior to joining Victory Capital, Mr. Jackson was a co-manager of the USAA Life Insurance portfolios. Mr. Jackson joined USAA in 2009. Previous experience includes roles with Hartford Investment Management Company (HIMCO), Barings and Cigna Investment Management. Prior to entering the investment business, Jim served in the United States Marine Corps. Mr. Jackson holds a B.S. in economics from the United States Naval Academy and received an M.B.A. from the Ross School of Business at the University of Michigan in 2001. He is a CFA ® charterholder.

Morningstar Style Box

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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