UGTAX Mutual Fund (Victory Growth and Tax Strategy Fund Class A) is managed by Victory Capital Management Inc. with $23.2M in net assets. UGTAX expense ratio is 0.83%, holding 781 positions across sectors including Other, Information Technology, Financials. Inception date: 2020-06-29.

UGTAX performance shows a YTD return of 6.34%. The 1-year return is 14.25% and the 5-year return is 6.29%. UGTAX dividend yield stands at 1.96%, paid quarterly.

UGTAX top holdings include Nvidia Corp (3.3%), Apple Inc (3.0%), Microsoft Corp 4.100 Feb 06 37 (2.2%), New York City Municipal Water Finance Authority 06/15/2033 4.25999895 (1.7%), Amazon.Com Inc (1.6%). View all UGTAX holdings, sector breakdown, or dividend history.

UGTAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. UGTAX alternatives are available via the screener, along with tax-loss harvesting opportunities.