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Victory Tax-Exempt A GUTEX

Quantitative rating as of
NAV / 1-Day Return
8.41  /  0.13 %
Total Assets
42.7 Mil
Adj. Expense Ratio
0.800%
Expense Ratio
0.800%
Distribution Fee Level
Above Average
Share Class Type
Front Load
Category
Muni National Long
Credit Quality / Interest Rate Sensitivity
Medium / Extensive
Min. Initial Investment
2,500
Status
Open
TTM Yield
3.67%
Effective Duration
7.21 years

Morningstar’s Analysis GUTEX

Will GUTEX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Victory Tax-Exempt A to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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