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11.48
-0.01
-0.09%
07:00:00 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 2.42B
USAA Income Institutional
11.48
-0.01
-0.09%
- Overview
- Profile
- Historical Data
- Holdings
Victory Income Fund Institutional Shares Overview
On this page you'll find an in-depth profile of Victory Income Fund Institutional Shares. Learn about the key management, total assets, investment strategy and contact information of UIINX among other information.
Investment Strategy
The investment seeks maximum current income without undue risk to principal. The fund invests its assets primarily in U.S. dollar-denominated fixed-income securities that have been selected for their high yields relative to the risk involved. It will invest primarily in investment-grade securities but also may invest up to 10% of its net assets in below-investment-grade securities, which are sometimes referred as high-yield or "junk" bonds.
Contact Information
Address
15935 La Cantera Parkway, Building Two
San Antonio,TX 78256
United States
San Antonio,TX 78256
United States
Phone
210-694-9700
Web
www.vcm.com
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| R.Neal Graves | Assistant Vice President | 2019 | Now |
| Biography | R. Neal Graves, CFA, CPA, is Victory Capital Senior Portfolio Manager–USAA Investments, a Victory Capital Investment Franchise Mr. Graves has 27 years of finance related experience including 19 years of investment management experience with AMCO, which was acquired by the Adviser’s parent company in 2019. About education, he earned M.P.A, University of Texas at Austin; B.B.A., University of Texas at Austin. He holds the CFA designation and is a member of the CFA Institute and the CFA Society of San Antonio. | ||
| James F. Jackson | Portfolio Manager | 2019 | Now |
| Biography | James F. Jackson, Jr., CFA, Victory Capital Senior Portfolio Manager, Head of Fixed Income Portfolio Management, and co-Chief Investment Officer–USAA Investments, a Victory Capital Investment Franchise, has co-managed the Fund since inception. Mr. Jackson has 22 years of investment management experience including 10 years with AMCO, which was acquired by the Adviser's parent company in 2019. Education: M.B.A. with High Distinction, Ross School of Business, University of Michigan; B.S., United States Naval Academy. He holds the CFA designation and is a member of the CFA Institute and the CFA Society of San Antonio. | ||
| John Spear | Senior Vice President | 2016 | Now |
| Biography | CFA, Senior Vice President, Chief Investment Officer of USAA Investments, has co-managed the Fund since November 2016. Mr. Spear has managed the USAA Life Insurance Portfolio since November 1999 and has supervised the USAA fixed-income portfolio management team since May 2012.Education: B.B.A., Western Illinois University. He holds the CFA designation and is a member of the CFA Institute and the CFA Society of San Antonio. | ||
| Kurt Daum | Senior Portfolio Manager | 2016 | Now |
| Biography | Kurt Daum is a senior portfolio manager of Victory Income Investors, which was formerly known as USAA Investments, a Victory Capital Investment Franchise, and was acquired by Victory Capital in July 2019. Mr. Daum joined USAA in 2013. Previously, Kurt was a director at Highland Capital Management and has worked for AIG Investments and Q Investments. He began his career as an attorney at Akin Gump. Mr. Daum holds a J.D. from the University of Texas School of Law, a B.A.in economics and a B.A. in government from the University of Texas at Austin. | ||
| Brian W. Smith | Executive Director | 2013 | Now |
| Biography | Brian W. Smith, CFA, CPA, Executive Director Mutual Funds Portfolios. Mr. Smith has started to engage in investment management and worked for USAA since 1999 and 1985, respectively. Education: B.B.A., University of Texas at San Antonio, M.B.A., University of Texas at San Antonio. He is a member of the CFA Institute and the CFA Society of San Antonio. | ||
| Julianne Bass | Vice President | 2012 | 2022 |
| Biography | Julianne Bass, CFA, Victory Capital Senior Portfolio Manager–USAA Investments, A Victory Capital Investment Franchise, has co-managed the Fund since 2007. Ms. Bass has 32 years of investment management experience including 20 years with AMCO, which was acquired by the Adviser’s parent company in 2019. Education: B.B.A., University of Texas at Austin; M.B.A., University of Houston. She holds the Chartered Financial Analyst (“CFA”) designation and is a member of the CFA Institute and the CFA Society of San Antonio. | ||
| R. Matthew Freund | Senior Vice President | 2012 | 2016 |
| Biography | As a Co-Chief Investment Officer, Matt Freund is responsible for oversight of investment team resources, investment processes, performance and risk. As Head of Fixed Income Strategies, he manages investment team members and has portfolio management responsibilities. He is also a member of the Calamos Investment Committee, which is charged with providing a top-down framework, maintaining oversight of risk and performance metrics, and evaluating investment process. Matt joined Calamos in 2016 and has more than 30 years of industry experience. Prior to joining Calamos, he was Chief Investment Officer of USAA Investments, leading the teams responsible for the portfolio management of USAA’s mutual funds and affiliated portfolios, including P&C and life insurance products, and overseeing more than $140 billion in assets. During this time, he also served as lead portfolio manager for several highly regarded fixed income mutual funds. Earlier in his career, Matt served as a senior investment analyst for MetLife in the Capital Markets Group. He received a BA in Accounting from Franklin & Marshall College and an MBA from Indiana University. | ||
| Margaret Weinblatt | Vice President, Portfolio Manager | 2000 | 2012 |
| Biography | Weinblatt is vice president and portfolio manager with USAA Investment Management Company, her employer since January 2000. Previously, she was first vice president and chief investment officer with Countrywide Investments from June 1998 to November 1999. Prior to that, she was vice president and senior portfolio manager with Neuberger & Berman. She holds the Chartered Financial Analyst designation. | ||
| John W. Saunders | Senior Vice President, Head | 1985 | 2000 |
| Biography | Saunders has served as senior vice president and head of fixed-income with USAA Investment Management Company since 1985. He joined the company in 1969 as director of investments and became vice president of investments in 1976. Saunders is a member of the Association for Investment Management & Research and past president of the San Antonio Society of Financial Analysts. Saunders holds the Chartered Financial Analyst designation. | ||
| Mickey J.C. Roth | - | 1979 | 1985 |
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