UITIX Mutual Fund

UITIX Mutual Fund (Victory Tax Exempt Intermediate-Term Fund Institutional Class) is managed by Victory Capital Management Inc. with $495.7M in net assets. UITIX expense ratio is 0.44%, holding 1082 positions across sectors including Financials, Utilities, Industrials. Inception date: 2020-06-29.

UITIX performance shows a YTD return of -0.32%. The 1-year return is 0.09% and the 5-year return is 0.86%. UITIX dividend yield stands at 3.28%, paid monthly.

UITIX top holdings include Regional Transportation Authority (0.9%), Missouri Environmental Improvement And Energy Resources Authority, Revenue Bonds, Union Electric Company Project, Refunding Series 1998a (0.9%), North Texas Tollway Authority 0 01/01/2029 (0.7%), New York State Dormitory Authority 4 03/15/2041 (0.7%), Chicago Il Boe 4% 12/1/2040 (0.7%). Go to all UITIX holdings, UITIX sectors, or UITIX dividends.

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