Morningstar

VictoryShares Core Plus Bond ETF UBND

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

Morningstar’s Analysis UBND

Will UBND outperform in the 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 UBND’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

More credit risk but measured.

Analyst Ken Noguchi

Ken Noguchi

Analyst

Summary

VictoryShares Core Plus Bond ETF’s team takes a thoughtful approach to credit selection and risk management. The strategy receives an Average People and Above Average Process rating.

by Ken Noguchi
Rated on Published on

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Portfolio Holdings UBND

More UBND Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 10.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

10 Year Treasury Note Future Dec 26

1.86 38M
Government

United States Treasury Bonds 4.375%

1.74 35M
Government

United States Treasury Notes 4.125%

1.10 22M
Government

US Treasury Bond Future Dec 26

1.02 21M
Government

United States Treasury Notes 4.375%

0.82 17M
Government

United States Treasury Notes 4.25%

0.82 16M
Government

Federal National Mortgage Association 5%

0.79 16M
Securitized

Federal Home Loan Mortgage Corp. 4.5%

0.75 15M
Securitized

United States Treasury Bonds 4.625%

0.74 15M
Government

Future on 5 Year Treasury Note

0.72 14M
Government

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