UGTCX Mutual Fund

UGTCX Mutual Fund (Victory Growth and Tax Strategy Fund Class C) is managed by Victory Capital Management Inc. with $17.8M in net assets. UGTCX expense ratio is 1.57%, holding 781 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 2020-06-29.

UGTCX performance shows a YTD return of 4.76%. The 1-year return is 11.28% and the 5-year return is 4.93%. UGTCX dividend yield stands at 1.30%, paid quarterly.

UGTCX top holdings include Nvidia Corp. (3.3%), Apple, Inc (3.0%), Microsoft Corp (2.2%), New York City Municipal Water Finance Authority, Series 2022 Dd (1.7%), Amazon.Com Inc (1.6%). Go to all UGTCX holdings, UGTCX sectors, or UGTCX dividends.

UGTCX can be compared against other funds. Use UGTCX overlap to find shared positions, or UGTCX vs another fund for a side-by-side view. UGTCX alternatives are available via the screener, along with tax-loss harvesting opportunities.