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Tutup

Victory Tax Exempt Intermediate-term Fund (USATX)

Dana AS

Tambah kepada/Keluarkan daripada Portfolio Tambah kepada Portfolio

12.47 -0.00 0.00%

27/12 - Ditutup. Matawang dalam USD

Jenis: Dana

Pasaran: Amerika Syarikat

Penerbit: USAA

Kelas Aset: Ekuiti

Penarafan Morningstar:
Jumlah Aset: 2.46B

Umum
Carta
- Carta penstriman
- Carta Interaktif
Teknikal
- Analisis Teknikal
Forum

Tinjauan USATX

Di laman ini anda akan mendapat profil terperinci Victory Tax Exempt Intermediate-term Fund. Ketahui tentang pengurusan kanan, jumlah aset, strategi pelaburan dan maklumat untuk dihubungi USATX antara maklumat lain.

Kategori

Muni National Interm

Jumlah Aset

2.46B

Perbelanjaan

0.48%

Tarikh Permulaan

30029

Maklumat Untuk Dihubungi

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

Telefon 210-694-9700

Web www.vcm.com

Eksekutif Tinggi

Nama	Tajuk	Sejak	Sehingga
Lauren Spalten	-	2021	now
Biografi	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	now
Biografi	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	2003	2023
Biografi	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	2019	2021
Biografi	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
Biografi	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
Biografi	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.
Clifford A. Gladson	Assistant Vice President	1993	2010
Biografi	Gladson has been an assistant vice president of fixed-income investments for USAA Investment Management since November 1994. He has been managing portfolios since March 1991, having spent the prior year as a securities analyst with the company. He has more than 10 years investment management experience. Gladson holds the Chartered Financial Analyst designation.
Kenneth E. Willmann	Vice President, Assistant Vice President	1982	1993
Biografi	Willmann has been vice president of investments with USAA Investment Management Company since 1986. He joined the company as an assistant vice president in 1977. Willmann earned the Chartered Financial Analyst designation in 1978.

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Sebutan Terkini

	Nama	Harga	Prbhn.	Prbhn. %
	USAA Tax Exempt I.	12.47	-0.00	0.00%