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 $23.6M in net assets. UGTAX expense ratio is 0.83%, holding 832 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2020-06-29.
UGTAX performance shows a YTD return of 4.81%. The 1-year return is 5.12% and the 5-year return is 5.34%. UGTAX dividend yield stands at 2.03%, paid quarterly.
UGTAX top holdings include Nvidia Corp (4.2%), Apple Inc (3.6%), Microsoft Corp (2.9%), City Of New York Ny 10/01/2046 4.25999895 (1.8%), Amazon.Com Inc (1.8%). 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.