tiprankstipranks
Stocks
Top Analyst Stocks
Popular
Top Smart Score Stocks
Popular
Top Insiders StocksMarket MoversTipRanks Momentum IndexDividend StocksAI StocksLargest Companies by Market Cap
ETFs
Top ETFs by UpsideTop ETFs by Smart ScoreTop Gainers/ Losers/ Active ETFs
Crypto
Bitcoin
Popular
Ethereum
Commodities
Gold
Options
Unusual Options Activity
Popular
Currency
EUR/USD
Research Tools
Trending StocksCompare StocksCompare ETFsMost Visited Websites
Daily Feeds
Daily Analyst RatingsDaily Insider Trading Tracker
Calendars
Earnings CalendarDividend CalendarEconomic CalendarIPO CalendarStock SplitsStock BuybacksMarket Holidays
Calculators
Dividend CalculatorDividend Yield CalculatorOptions Profit Calculator
Economic Indicators
Inflation RateUnemployment Rate
Class Actions
Stock ScreenerETF Screener
Popular
Penny Stock ScreenerTechnical Analysis Screener
Dividend CenterBest Dividend Stocks
Popular
Best High Yield Dividend StocksDividend AristocratsDividend Stock Comparison
New
Dividend CalculatorDividend Returns ComparisonDividend Calendar
My ExpertsTop AnalystsTop Financial BloggersTop-Performing Corporate InsidersTop Hedge Fund ManagersTop Research FirmsTop Individual Investors
Trending News
More News >
Education
Personal FinanceHow To Use TipRanksTipRanks LabsWebinar CenterGlossaryFAQs
About Us
About TipRanksContact UsCareersReviewsMobile APP
Working with TipRanks
Enterprise SolutionsAdvertise with UsTop Online BrokersBecome an AffiliateTipRanks News Wire
Follow Us
TOOLS
Portfolio
Watchlist
Top Insiders Stocks
Popular
Top Stocks
Popular
Market Movers
Compare stocks
Compare ETFs
Notification Center
News
Stock Screener
ETF Screener
Popular
Penny Stock Screener
Technical Analysis Screener
Top Analyst Stocks
Popular
Top Smart Score Stocks
Popular
Top Insiders Stocks
Compare Stocks
Compare ETFs
Trending Stocks
Daily Analyst Ratings
Daily Insiders Trades
Dividend Stocks
ETF Center
Top Gainers/losers/active ETFs
Dividend Calculator
Options Profit Calculator
Dollar Cost Averaging
Compound Interest Calculator
Mortgage Calculator
Auto Loan Calculator
Student Loan Calculator
401k Retirement Calculator
Earnings Calendar
Dividend Calendar
Economic Calendar
IPO Calendar
Stock Splits
Stock Buybacks
Market Holidays
Dividend Center
Best Dividend Stocks
Popular
Best High Yield Dividend Stocks
Dividend Aristocrats
Dividend Stock Comparison
New
Dividend Calculator
Dividend Returns Comparison
Dividend Calendar
Top Analysts
Top Financial Bloggers
Top-Performing Corporate Insiders
Top Hedge Fund Managers
Top Research Firms
Top Individual Investors
Top Gainers
Top Losers
Most Active
Premarket
After-hours
Personal Finance Center
Mortgages
Loans
Investing & Retirement
Spending & Savings
Real Estate
Top Online Brokers
Enterprise Solutions
Plans & Pricing
Education
How To Use TipRanks
TipRanks Labs
Webinar Center
Glossary
FAQs
About Us
About TipRanks
Contact Us
Careers
Reviews
Mobile APP
Working with TipRanks
Enterprise Solutions
Top Online Brokers
Become an Affiliate
TipRanks News Wire
Follow Us
STOCKS
SPY
QQQ
AAPL
NVDA
TSLA
AMZN
BABA
UGTAX
Victory Growth and Tax Strategy Fund Class A
Analysis
Holdings
Dividends
Technical Analysis
Similar Mutual Funds

UGTAX Mutual Fund Price & Analysis

The Victory Growth and Tax Strategy Fund Class A (UGTAX) is a mutual fund that focuses on providing investors with long-term growth and tax-efficient investment strategies. This fund aims to achieve its objectives by investing in a diversified portfolio of stocks and other securities that have the potential for growth and also offer tax benefits. With a focus on both growth and tax efficiency, this fund may be suitable for investors looking for a balanced approach to their investments.
Compare

UGTAX Mutual Fund Chart & Stats

Previous Close$26.87
Sub-CategoryGrowth
Total Liabilities24.89M
Last Dividend Ex-Date
Mar 17, 2025
Expense Ratio0.85%
Holding Count691
Brandvictory portfolios iii
Dividend Yield
 (1.43%)
CategoryEquity
Total Assets887.37M
Shares OutstandingN/A
52-Week Range$25.32 - $29.34

UGTAX Mutual Fund News

Alphabet Inc. Earnings Call Highlights Growth and AI Advances
PremiumCompany Announcements
Alphabet Inc. Earnings Call Highlights Growth and AI Advances
22h ago
Amazon (AMZN) Sellers Scramble to Stay Competitive as Tariffs Force Higher Prices
PremiumMarket News
Amazon (AMZN) Sellers Scramble to Stay Competitive as Tariffs Force Higher Prices
1d ago
AMZN
Sector Spotlight: Communications services names report Q1 results
PremiumThe Fly
Sector Spotlight: Communications services names report Q1 results
1d ago
T
VZ
Buy/Sell: Wall Street’s top 10 stock calls this week
PremiumThe Fly
Buy/Sell: Wall Street’s top 10 stock calls this week
1d ago
F
GM

Top 10 Holdings

Name
Weight %
AAPL
Apple Inc
4.10%
NVDA
Nvidia Corporation
3.53%
MSFT
Microsoft
3.29%
USD_CASH
City of New York
1.96%
AMZN
Amazon.Com, Inc.
1.88%
USD_CASH
NEW YORK N Y CITY MUN WTR FIN AUTH WTR & SWR SYS REV
1.81%
META
Meta Platforms, Inc.
1.75%
GOOGL
Alphabet Inc. Class A
1.12%
GOOG
Alphabet Inc. Class C
1.06%
BRK.B
Berkshire Hathaway B
0.98%
Total21.49%
Go to Holdings >

Recently Viewed

Become an Expert with TipRanks Premium

What am I Missing?
Make informed decisions based on Top Analysts' activity
Know what industry insiders are buying
Get actionable alerts from top Wall Street Analysts
Find out before anyone else which stock is going to shoot up
Get powerful stock screeners & detailed portfolio analysis
Subscribe NowSee Plans & Pricing