UGTAX Mutual Fund
UGTAX Mutual Fund
UGTAX Mutual Fund
Victory Growth and Tax Strategy Fund Class A
UGTAX Mutual Fund Overview
UGTAX Mutual Fund (Victory Growth and Tax Strategy Fund Class A) is managed by Victory Capital Management Inc. with $23.8M in net assets. UGTAX expense ratio is 0.83%, holding 787 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 2020-06-29.
UGTAX performance shows a YTD return of 5.20%. The 1-year return is 12.07% and the 5-year return is 5.72%. UGTAX dividend yield stands at 1.96%, paid quarterly.
UGTAX top holdings include Nvidia Corp (3.6%), Apple, Inc (3.4%), City Of New York Ny 10/01/2046 4.25999895 (2.2%), Microsoft Corp (2.0%), Amazon.Com Inc (1.9%). Go to all UGTAX holdings, UGTAX sectors, or UGTAX dividends.
UGTAX can be compared against other funds. Use UGTAX overlap to find shared positions, or UGTAX vs another fund for a side-by-side view. UGTAX alternatives are available via the screener, along with tax-loss harvesting opportunities.