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Victory INCORE Low Duration Bond Fund
  • This short-term bond fund seeks to deliver a high level of current income consistent with preservation of capital, by investing primarily in investment grade corporate and asset-backed securities with an average duration and maturity of between one and three years.
  • The team applies bond market sector allocation, comprehensive credit analysis, and yield curve positioning to select securities of for the Fund.
  • The fund normally invests at least 80% of net assets in corporate bonds and asset-and mortgage-backed securities, along with obligations of the U.S. government and its agencies.
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Summary prospectus, prospectus, annual and semi-annual reports, and SAI

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What are risk measures?

Risk Measures

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Top 10 Holdings

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What are characteristics?

Characteristics

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Sector Diversification

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Quality Structure

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Average Life Structure

Investment Approach 

The Low Duration Bond Fund seeks to deliver returns in excess of the Bloomberg Barclays 1-3 Year Government Bond Index over an investment cycle. 

 

Philosophy & Process Highlights 

Our fixed income investment approach is designed to accomplish two goals. The first is to deliver superior risk-adjusted returns. The second is to deliver those returns through a consistent investment process focused on sector allocation, security selection, and yield curve positioning. We structure portfolios so that duration – a measure of the price sensitivity of a portfolio to the changes in interest rates – is within 0.50 years of the benchmark. 

 

The investment process is centered around a weekly investment strategy meeting in which all fixed income team members participate and each senior team member is a voting member. The team discusses economic fundamentals, identifies key risks, and utilizes a unique blend of both fundamental and quantitative analysis to ascertain the most appropriate risk versus return opportunities in terms of sector allocation, security selection, and yield curve positioning relative to our client’s investment objectives and constraints.  

Management Team

Edward Goard
Edward Goard

Chief Investment Officer – INCORE Capital Management

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