UITIX Mutual Fund

UITIX Mutual Fund (Victory Tax Exempt Intermediate-Term Fund Institutional Class) is managed by Victory Capital Management Inc. with $549.5M in net assets. UITIX expense ratio is 0.44%, holding 1076 positions across sectors including Financials, Utilities, Industrials. Inception date: 2020-06-29.

UITIX performance shows a YTD return of 0.59%. The 1-year return is 5.01% and the 5-year return is 0.85%. UITIX dividend yield stands at 3.26%, paid monthly.

UITIX top holdings include Regional Transportation Authority (0.8%), Missouri Environmental Improvement And Energy Resources Authority, Revenue Bonds, Union Electric Company Project, Refunding Series 1998a (0.8%), Dasny -A-Ref 03/15/2041 (0.8%), Pennsylvania Turnpike Commission (0.7%), PORT OF PORT ARTHUR NAVIGATION DISTRICT 0.12 44470mm/dd/yyyy (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.