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Victory High Income Municipal Bond C (RSHCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.18+0.01 (+0.11%)
At close: 08:00PM EDT

Victory High Income Municipal Bond C

Columbus OH 43219

3435 Stelzer Rd, Suite 1000

Victory Portfolios

800-539-3863
Management information
,Lead manager since 1 March 2021
Lauren Spalten is a Portfolio Manager with USAA Investments, A Victory Capital Investment Franchise, and has managed the Funds since March 2021. In 2018, Ms. Spalten joined USAA Investments as a Municipal Analyst covering the Southeast region. Prior to joining USAA, Lauren was an Associate Director at Standard & Poor's (now S&P Global Ratings), where she specialized in evaluating creditworthiness of state and local governments across the Southwest United States. Lauren has additional experience in commercial real estate development and business plan development, primarily for medical and non-profit entities.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryHigh Yield Muni
Fund familyVictory Capital
Net assets36.88M
YTD return0.57%
Yield3.58%
Morningstar rating★★
Inception date30 Dec 2009

Fund operations

Last dividend0.08
Last cap gain-16.00
Holdings turnover11.00%
Average for categoryN/A

Fees and expenses

ExpenseRSHCXCategory average
Annual report expense ratio (net)1.57%0.92%
Prospectus net expense ratio1.57%N/A
Prospectus gross expense ratio2.56%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A3.71%
Max deferred sales loadN/A1.38%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A