UGTCX Mutual Fund
UGTCX Mutual Fund
UGTCX Mutual Fund
Victory Growth and Tax Strategy Fund Class C
UGTCX Mutual Fund Overview
UGTCX Mutual Fund (Victory Growth and Tax Strategy Fund Class C) is managed by Victory Capital Management Inc. with $16.8M in net assets. UGTCX expense ratio is 1.57%, holding 832 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2020-06-29.
UGTCX performance shows a YTD return of 4.18%. The 1-year return is 4.34% and the 5-year return is 4.56%. UGTCX dividend yield stands at 1.32%, paid quarterly.
UGTCX 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 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.