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Victory Tax Exempt Long-term Fund (USTEX)

ABD Fonları

Portföy'e Ekle/Kaldır Portföye Ekle

12,36 +0,03 +0,24%

26/11 - Geciken Veriler. Döviz USD

Morningstar Derecelendirmesi:
Toplam Varlık: 1,7B

Tür: Fon

Piyasa: ABD

İhraççı: USAA

Varlık Sınıfı: Hisse senedi

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USTEX Genel Bakış

Bu sayfada Victory Tax Exempt Long-term Fund hakkında detaylı bir profile ulaşabilirsiniz. Yönetim, toplam varlıklar, yatırım stratejisi, iletişim bilgileri ve USTEX için diğer bilgileri görüntüleyin.

Kategori

Muni National Long

Toplam Varlık

1,7B

Giderler

0,44%

Sözleşme Başlangıcı

30029

İrtibat Bilgisi

Adres 15935 La Cantera Parkway, Building Two
San Antonio,TX 78256
United States

Telefon 210-694-9700

Site www.vcm.com

Üst Düzey Yöneticiler

İsim	Başlık	B.Tarihi	Bitiş
Lauren Spalten	-	2021	Şimdi
Biyografi	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.
Andrew Hattman	Portfolio Manager	2019	Şimdi
Biyografi	Andrew Hattman, CFA, CAIA, is a Portfolio Manager with USAA Investments, a Victory Capital Investment Franchise, and has managed the Victory High Income Municipal Bond Fund and Victory Tax-Exempt Fund since April 2020. Prior to joining Victory Capital Management Inc., Mr. Hattman worked for USAA Asset Management Company, which was acquired by the Adviser’s parent company in 2019. Mr. Hattman holds CFA and CAIA designations.
Regina G. Conklin	Senior Portfolio Manager	2019	2023
Biyografi	Regina G. Conklin, CFA, CPA, is a Senior Portfolio Manager with USAA Investments, a Victory Capital Investment Franchise, and has managed the Victory High Income Municipal Bond Fund and Victory Tax-Exempt Fund since April 2020. Ms. Conklin has over 24 years of investment management experience. She worked 28 years with USAA Asset Management Company, which was acquired by Victory Capital Management Inc.’s parent company in 2019. Ms. Conklin is a member of the CFA Institute, the CFA Society of San Antonio, and the National Federation of Municipal Analysts.
John C. Bonnell	Portfolio Manager and Managing Director	2006	2021
Biyografi	John Bonnell, CFA, is portfolio manager and managing director for Thornburg Investment Management. He joined Thornburg’s municipal team in 2021. John has over 30 years of municipal bond investing experience. He spent 25 years of his career at USAA where he was most recently a senior portfolio manager and, in 2010, took on responsibility for co-leading municipal bond strategies. Earlier in his career, John held credit research and municipal bond portfolio management roles at USAA. He also spent several years at Strong Capital Management and two years at OppenheimerFunds, Inc. as a senior portfolio manager. John holds a BBA in finance from the University of Texas–San Antonio and an MBA from St. Mary’s University in San Antonio, Texas. John is a CFA charterholder.
Dale R. Hoffmann	Assistant Vice President	2015	2019
Biyografi	Dale R. Hoffmann, is assistant vice president of Money Market Funds. He has been with the investment industry since 1999 and has worked for the firm since 1991. He holds a B.S.B.A. from University of South Dakota and a M.B.A. from St. Mary’s University. He is a member of the National Federation of Municipal Analysts and the Southern Municipal Finance Society.
Diederik Olijslager	Executive Director	2013	2015
Biyografi	Executive Director, Associate Portfolio Manager, of Tax-Exempt Mutual Funds, has co-managed the Fund since August 2013. He has 20 years of investment management experience and has worked for us for three years. Prior to joining USAA, Mr. Olijslager served as a Senior Vice President, Head of Fixed Income, for Selective Insurance Group from 2001 to 2010.
Robert R. Pariseau	Assistant Vice President	1999	2008
Biyografi	Pariseau is assistant vice president of fixed-income investments with USAA Investment Management Company, his employer since 1984. He is a member of the Association for Investment Management and Research, the San Antonio Financial Analysts Society, and the National Federation of Municipal Analysts. Pariseau earned his Chartered Financial Analyst designation.

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Son Fiyatlar

	İsim	Fiyat	Fark	Fark %
	USAA Tax Exempt L.	12,36	+0,03	+0,24%