VictoryShares Core Plus Intermediate Bond Fund (UBND)
NASDAQ (NMS) NASDAQ (NMS) Primary Summary
UBND Chart
VictoryShares Core Plus Intermediate Bond Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Andy Peters Goldstein Advisors LLC | 1.69M | $36.88M | $36.41M | -$473,901.63 | -1.28% |
| PBO Paul B. Ordonio Park Place Capital Corp. | 4,232 | $93,304.33 | $91,051.48 | -$2,252.85 | -2.41% |
 Jennifer Lutz Trademark Financial Management, LLC | 38,635 | $841,470 | $831,232.02 | -$10,237.98 | -1.22% |
 Comprehensive Financial Planning Inc./PA Comprehensive Financial Planning Inc./PA | 5,940 | $129,634.28 | $128,155.5 | -$1,478.78 | -1.14% |
 Tandem Financial LLC Tandem Financial LLC | 83,732 | $1.82M | $1.81M | -$16,743.44 | -0.92% |
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VictoryShares Core Plus Intermediate Bond Fund Profile
| NASDAQ (NMS) Exchange | US Country |
Overview
The fund described focuses on investing a significant portion of its assets in a blend of debt securities and derivatives that closely mimic those securities. With a strategic emphasis on assets that have medium-term maturities ranging from three to ten years, the fund aims to balance its portfolio to achieve its investment objectives while minimizing risk. It predominantly targets investment-grade securities to maintain a level of credit quality but also allows for investing up to 20% of its net assets in below-investment-grade securities, also known as high-yield or “junk” bonds. This mix suggests a strategy aimed at capturing higher return potentials associated with junk bonds while maintaining a foundation in more stable, investment-grade securities.
Products and Services
- Debt Securities Investments
The core of the fund's portfolio is its investments in debt securities. These may include bonds, debentures, notes, and other instruments that corporations or governments issue to raise money. By investing in these, the fund aims to generate returns for its investors from the interest income these securities provide.
- Derivatives Investments
In addition to direct investments in debt securities, the fund employs derivatives and other instruments that have economic characteristics similar to debt securities. These may include futures, options, swaps, and other financial contracts that derive their value from an underlying asset, which, in this case, would be debt securities. This strategy is used to potentially enhance returns or hedge against market risks.
- Investment-Grade Securities
A significant portion of the fund's portfolio is dedicated to investment-grade securities. These securities are rated at a certain level of creditworthiness by rating agencies, indicating a lower risk of default. Investing in these securities allows the fund to seek stable returns while managing the overall risk of the portfolio.
- Below-Investment-Grade Securities
Up to 20% of the fund's net assets may be allocated to below-investment-grade securities, often referred to as high-yield or “junk” bonds. Despite their higher risk of default compared to investment-grade securities, these bonds can offer the potential for higher yields, providing an opportunity for increased income and diversification within the fund’s investment strategy.
