USATX Mutual Fund
USATX Mutual Fund
Victory Tax Exempt Intermediate-Term Fund Class Fund shares
USATX Mutual Fund Overview
USATX Mutual Fund (Victory Tax Exempt Intermediate-Term Fund Class Fund shares) is managed by Victory Capital Management Inc. with $2.16B in net assets. USATX expense ratio is 0.49%, holding 1074 positions across sectors including Financials, Utilities, Industrials. Inception date: 1982-03-19.
USATX performance shows a YTD return of 2.26%. The 1-year return is 6.43% and the 5-year return is 1.03%. USATX dividend yield stands at 3.14%, paid monthly.
USATX top holdings include PORT OF PORT ARTHUR NAVIGATION DISTRICT 0.12 44470mm/dd/yyyy (1.0%), Missouri Environmental Improvement And Energy Resources Authority, Revenue Bonds, Union Electric Company Project, Refunding Series 1998a (0.8%), Regional Transportation Authority (0.8%), New York St Dorm Auth St Personal Income Tax Revenue 4 2041-03-15 (0.8%), Pennsylvania Turnpike Commission (0.7%). View all USATX holdings, sector breakdown, or dividend history.
USATX can be compared against other funds using the overlap calculator or side-by-side comparison tool. USATX alternatives are available via the screener, along with tax-loss harvesting opportunities.