USBLX Mutual Fund
USBLX Mutual Fund
USBLX Mutual Fund
Victory Growth and Tax Strategy Fund Class Fund shares
USBLX Mutual Fund Overview
USBLX Mutual Fund (Victory Growth and Tax Strategy Fund Class Fund shares) is managed by Victory Capital Management Inc. with $815.6M in net assets. USBLX expense ratio is 0.52%, holding 781 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 1989-01-11.
USBLX performance shows a YTD return of 5.40%. The 1-year return is 12.43% and the 5-year return is 6.04%. USBLX dividend yield stands at 2.26%, paid quarterly.
USBLX top holdings include Nvidia Corp. (3.3%), Apple, Inc (3.0%), Microsoft Corp (2.2%), New York City Municipal Water Finance Authority, Series 2022 Dd (1.7%), Amazon.Com Inc (1.6%). Go to all USBLX holdings, USBLX sectors, or USBLX dividends.
USBLX can be compared against other funds. Use USBLX overlap to find shared positions, or USBLX vs another fund for a side-by-side view. USBLX alternatives are available via the screener, along with tax-loss harvesting opportunities.