RETCX Mutual Fund

NAV$8.21

Fund Essentials

Net Assets
$212,425.52
Expense Ratio
1.61%
Dividend Yield (Current)
2.86%
Holdings
61
Inception Date
Aug 7, 2000
Fund Family
Victory Capital Management Inc.
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD+0.55%
1 Year-1.63%
3 Year+2.54%
5 Year-0.17%
10 Year+1.37%

Asset Allocation

Bonds: 100.00%

Price Chart (6M)

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Top Holdings

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Dividend Summary

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Dividend Yield (Current)
2.86%
Frequency
Monthly
Latest Distribution
$0.02
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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RETCX Mutual Fund Overview

RETCX Mutual Fund (Victory Tax-Exempt Fund Class C) is managed by Victory Capital Management Inc. with $212,425.52 in net assets. RETCX expense ratio is 1.61%, holding 61 positions across various sectors. Inception date: 2000-08-07.

RETCX performance shows a YTD return of 0.55%. The 1-year return is -1.63% and the 5-year return is -0.17%. RETCX dividend yield stands at 2.86%, paid monthly.

RETCX top holdings include a diversified portfolio. View all RETCX holdings, sector breakdown, or dividend history.

RETCX can be compared against other funds using the overlap calculator or side-by-side comparison tool. RETCX alternatives are available via the screener, along with tax-loss harvesting opportunities.