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Victory Tax-Exempt Fund
  • Portfolios built bond-by-bond based on in-depth review of issuers’ creditworthiness and of security structures.
  • At least 80% of the Fund’s net assets will ordinarily be allocated to tax-exempt municipal bonds, with up to 20% invested in bonds that are subject to regular federal income tax.
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Risk Measures

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Top 10 Holdings

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Characteristics

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Sector Diversification

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Quality Structure

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Average Life Structure

The Victory Tax Exempt Fund seeks to maximize current income exempt from federal income taxes, consistent with the preservation of capital. Under normal circumstances at least 80% of the value of its assets will be invested in tax-exempt municipal obligations. This is a fundamental policy that cannot be changed without shareholder approval. The Fund invests primarily in investment-grade municipal obligations, the interest on which is, in the opinion of the issuer’s bond counsel, exempt from federal income tax including the federal alternative minimum tax.

Management Team

Regina Conklin
Regina Conklin

Victory Capital Senior Portfolio Manager - USAA Investments, a Victory Capital Investment Franchise

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