Morningstar

Victory Tax Exempt Short-Term Inst USTIX Fund Analysis

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

Morningstar’s Analysis USTIX

Will USTIX 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 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.

Senior Analyst Tom Murphy

Tom Murphy

Senior 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 Tom Murphy
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