UGTCX Mutual Fund (Victory Growth and Tax Strategy Fund Class C) is managed by Victory Capital Management Inc. with $17.4M in net assets. UGTCX expense ratio is 1.58%, holding 781 positions across sectors including Other, Information Technology, Financials. Inception date: 2020-06-29.

UGTCX performance shows a YTD return of 5.98%. The 1-year return is 13.42% and the 5-year return is 5.51%. UGTCX dividend yield stands at 1.29%, paid quarterly.

UGTCX 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 UGTCX holdings, sector breakdown, or dividend history.

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