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 $793.5M in net assets. USBLX expense ratio is 0.51%, holding 781 positions across sectors including Other, Information Technology, Financials. Inception date: 1989-01-11.
USBLX performance shows a YTD return of 6.51%. The 1-year return is 14.58% and the 5-year return is 6.63%. USBLX dividend yield stands at 2.24%, paid quarterly.
USBLX 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, Series 2022 Dd (1.7%), Amazon.Com Inc (1.6%). View all USBLX holdings, sector breakdown, or dividend history.
USBLX can be compared against other funds using the overlap calculator or side-by-side comparison tool. USBLX alternatives are available via the screener, along with tax-loss harvesting opportunities.