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10.07
0.00
0%
07:00:00 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 148.86M
USAA Ultra Short-Term Bond
10.07
0.00
0%
- Overview
- Profile
- Historical Data
- Holdings
Victory Ultra Short-term Bond Fund Shares Overview
On this page you'll find an in-depth profile of Victory Ultra Short-term Bond Fund Shares. Learn about the key management, total assets, investment strategy and contact information of UUSTX among other information.
Investment Strategy
The investment seeks to provide high current income consistent with preservation of principal. The fund normally invests at least 80% of the fund's assets in investment-grade debt securities that have a dollar-weighted average portfolio maturity of 18 months or less. The fund invests primarily in U.S. dollar-denominated debt securities that may include, but are not limited to, obligations of U.S., state, and local governments, their agencies and instrumentalities; mortgage- and asset-backed securities; corporate debt securities; repurchase agreements; Yankee obligations; and other securities believed to have debt-like characteristics.
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. | ||
| Brian W. Smith | Executive Director | 2018 | 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. | ||
| Douglas J. Rollwitz | Assistant Portfolio Manager | 2018 | Now |
| Biography | Douglas J. Rollwitz, CFA, CPA, Victory Capital Portfolio Manager-USAA Investments, a Victory Capital Investment Franchise, has co-managed the Fund since January 2023. Mr. Rollwitz has 23 years of investment management experience, including 19 years with AMCO, which was acquired by the Adviser's parent company in 2019. Education: B.B.A., University of Texas at San Antonio; M.B.A., University of Texas at Arlington. He holds the CFA designation and is a member of the CFA Institute and the San Antonio Financial Analysts Society. | ||
| Anthony M. Era | Vice President | 2010 | 2019 |
| Biography | Anthony M. Era, Jr., Vice President, has over 30 years of investment management experience and has worked for USAA Asset Management Company for over 30 years. Education: B.A., Creighton University, Omaha, Nebraska; M.B.A., University of Texas at San Antonio. Mr. Era is a member of the Chartered Financial Analyst (CFA) Institute and the CFA Society of San Antonio. | ||
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