Victory Pioneer CAT Bond Fund

Victory Portfolios IV · 3 share classes

Actively managed bond fund
One fund, 3 share classes:ACBAXACBKXCBYYX
$2.03B NAV
302 positions · as of 2026-04-30 · filed 2026-06-25

Fund classification

Classified from what the fund holds · as of 2026 Q2

Victory Pioneer CAT Bond Fund is an actively managed bond fund.

Asset class
Bonds
Management
Actively managed
Fund type
Open-end fund
Credit quality
Investment grade
Rate sensitivity
Short duration

Fund profile

As filed in the prospectus · 2026 Q1

The Victory Pioneer CAT Bond Fund (the Fund) seeks total return.

Strategy · summarised

The fund invests at least 80% of assets in catastrophe bonds and insurance-linked securities, which are structured to transfer insurance risks such as hurricanes, earthquakes, and other natural disasters to capital markets; the adviser selects these securities based on expected loss, probability of occurrence, trigger terms, sponsor quality, and deal structure. Because catastrophe bonds are typically unrated or below investment grade and contingent on the non-occurrence of specified trigger events, the fund may lose principal or forgo interest payments if a trigger event occurs. The fund has no limits on exposure to particular perils or geographic regions, though it may accumulate relatively larger positions in Florida hurricane bonds as a result of market availability.

Expenses
1.31% 1.70%across 3 share classes
Share classGrossNet
ACBAX1.83%1.70%
ACBKX1.31%1.31%
CBYYX1.44%1.44%

Net is what a holder pays after the adviser's contractual waiver; gross is before it. A waiver can expire.

Portfolio turnover 11.00% · as of 2026 Q1

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q2

98.69%
of net assets
Bonds98.71%
Other0.01%
Derivatives-0.04%

The outer band is exposure held short — written against the portfolio rather than part of it, which is why it sits outside the ring and why the two are never netted into one figure.

Derivatives are shown at market value, not notional exposure.

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 80 new48 exited

Largest new: United States of America ×2, TOMTIT RE 2026, GAMBOGE RE 2025, CAPE LOOKOUT RE LTD, PALM RE LTD, SANDERS RE III LTD, ADARE RE 2025 2

Largest exited: Dreyfus Government Cash Management, TOMTIT RE 2026, GAMBOGE RE 2025, LIGHTNING RE SERIES 2023, PI0059-Kettering, CAPE LOOKOUT RE LTD, PI0051-CHELTENHAM RE 2025, ADARE RE 2026

Return profile

Chart:

Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026

Share class1-year3-year5-yearVolWorst fall
+10.40%2.16%
+10.84%2.15%
+10.77%2.16%

These classes hold the same portfolio, so the 0.44pp spread over 1 year is the cost difference between them — roughly 0.44pp a year — not a difference in what they own.

Cumulative return· Feb 2025 – Apr 2026

Debt profile

What this fund holds — value-weighted across its bond and securitized long positions · as of 2026-04-30

Avg coupon
9.02%
Avg maturity
4.68 yr
Coupon type

Share of the fund's debt by how its coupon behaves — the fact that decides whether a rate move reaches this portfolio at all.

88%
floating
Floating rate87.6%
Zero-coupon or unclassified12.4%
Maturity ladder

Share of the fund's debt value in each maturity band, shortest first.

<1y10y+
<1y8.4%
1-3y20.5%
3-5y18.9%
5-10y51.9%
10y+0.4%
Flagged holdings
Defaulted: none reported
In arrears: none reported
Paid in kind: none reported

Based on what filers reported; a filer that never reported a flag also reads as none.

Risk profile

Interest-rate and credit-spread sensitivity, both in years · as of 2026Q2

Most of this fund’s sensitivity is to interest rates, with credit spreads carrying a small fraction as much.

Interest-rate duration
1.09 yr
approx. move per 100bp
Credit-spread duration
0.01 yr
approx. move per 100bp
If rates and spreads both rise 100bp

Where the loss would come from. The two shocks are the same size, so this is the balance of the fund's two sensitivities rather than a bet on one moving more.

≈ -1.0%
of value
Interest rates99%
Credit spreads1%

Filers report the impact of a 0.01% move only, so the total is our own scaling of that one number and overstates the loss on most bonds — read it as approximate, never as precise. The two sensitivities overlap rather than add up: they measure the same positions against different shocks, which is why the durations above are shown side by side and never summed.

Credit risk by quality

Share of the fund's spread duration carried by each credit tier.

+0.01
yrs total
Investment grade+0.01 yr
Where the risk sits on the curve

Share of duration at each point, shortest first. A positive figure loses value when spreads widen; a negative one offsets — a credit hedge.

Interest rate1.09 yr total
3 mo10 yr
3 mo0.03 yr3%
1 yr0.66 yr60%
5 yr0.40 yr37%
10 yr0.00 yr0%
Credit spread0.01 yr total
3 mo5 yr
3 mo0.00 yr1%
1 yr0.01 yr60%
5 yr0.00 yr39%

The two bands measure the same positions against different shocks and do not add — a Treasury carries rate duration and no spread duration, a floating-rate credit the reverse. Rate tenors are also summed across every currency the fund discloses.

Show the numbers
TenorRate yrsIG yrsHY yrsIG $/bpHY $/bp
3 mo+0.03+0.00+0.00$16$0
1 yr+0.66+0.01+0.00$1.3k$0
5 yr+0.40+0.00+0.00$868$0
10 yr+0.00+0.00+0.00$0$0
30 yr+0.00+0.00+0.00$0$0

Dollar change per 1bp of spread movement, as filed and sign-anchored. A blank cell was not filed; a zero was.

Rate exposure by currency

Duration contribution in years, summing to the fund's 1.09 yr.

USD+1.09 yr
EUR+0.00 yr
CAD+0.00 yr

This is where the fund's rate exposure sits, not its currency risk — most international bond funds hedge the currency back to dollars, and the size of those hedges is not in the filing. Tenors are also summed across curves, so a 5-year JPY point and a 5-year USD point are added together.

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
Foundation Re IV Ltd.7.19% floating · due 2034-01-052.96%$60.16M
BRIDGE STREET RE LTD11.44% floating · due 2032-01-072.54%$51.64M
United States of America0.00% · due 2026-06-042.21%$44.85M
United States of America0.00% · due 2026-05-192.16%$43.92M
Ursa Re II Ltd.11.26% floating · due 2028-06-072.04%$41.49M
Golden Bear Re Ltd.13.30% floating · due 2029-01-082.00%$40.65M
RESIDENTIAL REINSURANCE LIMITED6.94% floating · due 2029-12-061.46%$29.60M
Merna Re Companywide Ltd.10.69% floating · due 2033-07-071.44%$29.30M
RESIDENTIAL REINSURANCE LIMITED13.94% floating · due 2029-12-061.34%$27.17M
Ursa Re II Ltd.8.51% floating · due 2029-12-071.22%$24.79M
Showing 10 of 302Sign in to see more

Top 10 positions are 19.38% of net assets, top 25 32.66%, across 161 issuers.

See more of this fund's book

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