UGTAX Mutual Fund
UGTAX Mutual Fund
NAV$31.61
AUM$23M
TER0.83%
Holdings781
See how much of UGTAX you already own
UGTAX Mutual Fund
NAV$31.61
Victory Growth and Tax Strategy Fund Class A
AUM$23M
TER0.83%
Holdings781
See how much of UGTAX you already own
UGTAX Mutual Fund Sector Allocation
UGTAX sector allocation breaks down across Information Technology (15.5%), Financials (15.3%), Consumer Discretionary (6.5%), Industrials (6.4%), Health Care (5.4%). Across 781 holdings, this breakdown reveals the mutual fund's investment focus and diversification.
UGTAX sector exposure is important for understanding concentration risk. The fund shows reasonable diversification across sectors.
UGTAX by country shows geographic exposure. UGTAX overlap reveals how sector exposure compares with other funds.