USBAX Mutual Fund

USBAX Mutual Fund

NAV$10.04
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Fund Essentials - as of Oct 31, 2025

Net Assets
$3M
Expense Ratio
0.85%
Dividend Yield (Current)
3.84%
Holdings
422
Inception Date
Jun 29, 2020
Fund Family
Victory Capital Management Inc.
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD+1.68%
1 Year+3.79%
3 Year+5.26%
5 Year+3.56%
10 Year+2.77%

Asset Allocation

Stocks: 18.28%
Bonds: 77.33%
Cash: 0.82%
Other: 3.58%
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Top Holdings

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TickerNameWeight
CAGConagra Brands Inc.1.46%
-Intl Flavors Fragnance1.30%
HCAHca Healthcare Inc.1.14%
-Western Midstream 2.625 2026-09-161.14%
ALAir Lease Corporation Class a0.98%
Top 10 Concentration: 10.32%Report Date: Oct 31, 2025
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Dividend Summary

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Dividend Yield (Current)
3.84%
Frequency
Monthly
Latest Distribution
$0.01
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

USBAX Mutual Fund Overview

USBAX Mutual Fund (Victory Ultra Short-Term Bond Fund Class A) is managed by Victory Capital Management Inc. with $3.4M in net assets. USBAX expense ratio is 0.85%, holding 422 positions across sectors including Financials, Energy, Industrials. Inception date: 2020-06-29.

USBAX performance shows a YTD return of 1.68%. The 1-year return is 3.79% and the 5-year return is 3.56%. USBAX dividend yield stands at 3.84%, paid monthly.

USBAX top holdings include Conagra Brands Inc. (1.5%), Intl Flavors Fragnance (1.3%), Hca Healthcare Inc. (1.1%), Western Midstream 2.625 2026-09-16 (1.1%), Air Lease Corporation Class a (1.0%). Go to all USBAX holdings, USBAX sectors, or USBAX dividends.

USBAX can be compared against other funds. Use USBAX overlap to find shared positions, or USBAX vs another fund for a side-by-side view. USBAX alternatives are available via the screener, along with tax-loss harvesting opportunities.