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.
VictoryShares Core Intermediate Bond ETF UITB
Morningstar’s Analysis UITB
Will UITB outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 15.0
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
United States Treasury Notes 4.125% | 3.08 | 71.7 Mil | Government |
United States Treasury Notes 3.375% | 2.23 | 52.1 Mil | Government |
United States Treasury Notes 4.5% | 2.00 | 46.6 Mil | Government |
United States Treasury Notes 4.125% | 1.54 | 36.0 Mil | Government |
United States Treasury Notes 3.875% | 1.48 | 34.6 Mil | Government |
United States Treasury Notes 4.625% | 1.14 | 26.5 Mil | Government |
United States Treasury Notes 4% | 0.92 | 21.4 Mil | Government |
Federal National Mortgage Association 4.5% | 0.89 | 20.7 Mil | Securitized |
United States Treasury Notes 4% | 0.87 | 20.4 Mil | Government |
United States Treasury Bonds 4.125% | 0.86 | 20.1 Mil | Government |