UBND

Victory Portfolios II VictoryShares Core Plus Intermediate Bond ETF

$21.96

+0.00%

Market closed. Last update: 11:44 PM ET

📎 Investment Objective

The Victory Portfolios II VictoryShares Core Plus Intermediate Bond ETF (UBND) seeks to provide current income and capital appreciation by investing in a diversified portfolio of fixed-income securities.

Overview

ETF tracking Victory Portfolios II VictoryShares Core Plus Intermediate Bond ETF

Category Fixed Income

Issuer Other

Inception Date 2021-10-05

Market Cap $1.4B

Average Volume N/A

Dividend Yield 3.76%

52-Week Range $21.14 - $22.23

VWAP $21.98

Performance

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Investment Summary

📎 Investment Objective

🎯 Investment Strategy

The ETF invests primarily in investment-grade fixed-income securities, including U.S. government bonds, corporate bonds, and mortgage-backed securities. The fund's portfolio is actively managed, with the goal of generating competitive returns while maintaining a moderate level of risk.

✨ Key Features

Invests in a diversified portfolio of investment-grade fixed-income securities
Actively managed to seek competitive returns and manage risk
Intermediate-term bond fund, with an average portfolio duration of 3-7 years
Low expense ratio of 0.00%

⚠️ Primary Risks

Interest rate risk: The value of the fund's holdings may decline as interest rates rise
Credit risk: The fund is exposed to the risk of default or downgrade of the issuers of the bonds it holds
Liquidity risk: Some of the fund's holdings may be less liquid, which could impact the fund's ability to sell them at favorable prices
Reinvestment risk: When interest rates decline, the fund may have to reinvest the proceeds of maturing bonds at lower rates

👤 Best For

This ETF may be suitable for investors seeking current income and moderate capital appreciation, with a medium-term investment horizon and a moderate risk tolerance. It can be used as a core fixed-income holding or as a complement to a diversified portfolio.