Our Terms of Service and Privacy Policy have changed.

By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.

Victory INCORE Low Duration Bond Fund Class A (RLDAX)

Net Asset Value
1 Day
Overall Morningstar Rating
Short-term bond
Style or Category
Sales Expenses
Expense Ratio
Below Average
Morningstar Risk Rating™
Investment Objective The investment seeks to provide a high level of current income consistent with preservation of capital. The fund invests- under normal circumstances- at least 80% of its net assets in debt securities. It may invest up to 20% of its total assets in below investment grade debt securities- commonly known as "high-yield" securities or "junk bonds." Although the fund will primarily be invested in domestic securities- up to 20% of the fund's assets may be invested in foreign securities- which may be denominated in foreign currencies.


1 month+0.01% 3 years+1.14%
3 months-0.01% 5 years+0.85%
1 year+1.29% Since inception+2.47%
Data through --

Peer Comparisonvs. Short-term bond

Performance 5-yr return+0.85%+1.15%
Expense ratio0.89%0.76%
Risk 5 year sharpe ratio0.690.70
Net assets$505.5M$2.2B
Average market cap--$44.0B
Average P/E--22.8
Portfolio turnover49%49%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyVictory
Fund manager & tenureGregory Oviatt / 1 Years
Minimal initial investment$2,500.00
Minimum IRA investment$1,000.00


Fixed income88.97%
U.S. stock0.00%
International stock0.00%
Top 5 Sectors
Portfolio weighting
Energy 17.45%
Financial service 14.32%
Healthcare 13.20%
Industrial materials 10.96%
Business service 10.07%
Top 10 Holdings
Portfolio weighting
-- 19.94%
-- 2.83%
-- 1.66%
-- 1.46%
-- 1.27%
-- 1.15%
-- 1.14%
-- 1.14%
-- 1.08%
-- 1.05%