UGTCX Mutual Fund

UGTCX Mutual Fund (Victory Growth and Tax Strategy Fund Class C) is managed by Victory Capital Management Inc. with $17.4M in net assets. UGTCX expense ratio is 1.57%, holding 787 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. (3.7%), Apple, Inc (3.6%), Microsoft Corp 4.100 Feb 06 37 (2.4%), City Of New York Ny 10/01/2046 4.25999895 (2.1%), Amazon.Com Inc (2.1%). 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.