USATX Mutual Fund

USATX Mutual Fund (Victory Tax Exempt Intermediate-Term Fund Class Fund shares) is managed by Victory Capital Management Inc. with $1.99B in net assets. USATX expense ratio is 0.48%, holding 1095 positions across sectors including Financials, Utilities, Industrials. Inception date: 1982-03-19.

USATX performance shows a YTD return of 0.22%. The 1-year return is 3.93% and the 5-year return is 0.52%. USATX dividend yield stands at 3.53%, paid monthly.

USATX 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%), New York St D 4% 3/15/2041 (0.8%), PORT OF PORT ARTHUR NAVIGATION DISTRICT 0.12 44470mm/dd/yyyy (0.7%), Chicago Il Boe 4% 12/1/2040 (0.7%). Go to all USATX holdings, USATX sectors, or USATX dividends.

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