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Victory Tax Exempt Long-term Fund (USTEX)
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22/11 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 1.69B
USAA Tax Exempt Long-Term
12.28
+0.01
+0.08%
- Overview
- Profile
- Historical Data
- Holdings
USTEX Overview
On this page you'll find an in-depth profile of Victory Tax Exempt Long-term Fund. Learn about the key management, total assets, investment strategy and contact information of USTEX among other information.
Investment Strategy
The investment seeks interest income that is exempt from federal income tax. The fund invests primarily in investment-grade securities the interest from which is excludable from gross income for federal income tax (referred to herein as "tax-exempt securities"). During normal market conditions, at least 80% of its net assets will consist of tax-exempt securities. The fund's dollar-weighted average portfolio maturity is 10 years or more. At least 80% of the fund's annual net investment income dividends will be tax-exempt and excludable from the calculation of the federal alternative minimum tax for individual taxpayers.
Contact Information
Address
15935 La Cantera Parkway, Building Two
San Antonio,TX 78256
United States
San Antonio,TX 78256
United States
Phone
210-694-9700
Web
www.vcm.com
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Lauren Spalten | - | 2021 | Now |
| Biography | 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 |
| Biography | 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 |
| Biography | 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 |
| Biography | 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 |
| Biography | 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 |
| Biography | 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 |
| Biography | 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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