UITB Profile
The VictoryShares USAA Core Intermediate-Term Bond ETF focuses on providing investors with exposure to a broad range of intermediate-term debt securities. Under normal market conditions, the fund allocates at least 80% of its assets to debt securities and related instruments, including derivatives that exhibit economic characteristics similar to traditional fixed-income securities. This strategy is designed to capture the income and stability typically associated with intermediate-term bonds while managing risk through diversified exposure.
The fund primarily invests in U.S. debt securities, but it also maintains flexibility by allowing up to 20% of its net assets to be allocated to foreign debt securities. This includes non-U.S. dollar-denominated securities and bonds issued by companies in emerging markets. By including these international and emerging market securities, the ETF aims to enhance diversification and provide opportunities for additional yield and growth that may not be available within the domestic bond market alone.
VictoryShares, the fund's manager, employs a rigorous selection process to ensure that the securities included in the ETF meet specific quality and credit criteria. The fund’s investment approach combines fundamental analysis with market trends to select securities that offer attractive risk-adjusted returns. This includes evaluating factors such as interest rate environment, credit quality, and macroeconomic conditions that could impact the performance of the debt securities.
The VictoryShares USAA Core Intermediate-Term Bond ETF is designed to appeal to investors seeking a balanced approach to bond investing. Its strategy includes a mix of high-quality intermediate-term U.S. bonds along with selective exposure to international and emerging market debt. This diversified approach aims to provide steady income while potentially capturing growth opportunities in a broader global context, aligning with investors’ long-term financial goals and risk tolerance.
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