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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.
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UGTAX Mutual Fund Chart & Stats

Previous Close$26.87
Sub-CategoryGrowth
Total Liabilities5.45M
Last Dividend Ex-Date
Mar 17, 2025
Expense Ratio0.85%
Holding Count719
Brandvictory portfolios iii
Dividend Yield
 (1.43%)
CategoryEquity
Total Assets875.15M
Shares OutstandingN/A
52-Week Range$25.32 - $29.34

UGTAX Mutual Fund News

Is AMD Catching Up to Nvidia? Here’s What a Top Analyst Says
PremiumMarket News
Is AMD Catching Up to Nvidia? Here’s What a Top Analyst Says
3h ago
AMD
NVDA
GOOGL, ON, ALGN: Morningstar (MORN) Names Top-Rated Stocks That Are Undervalued
PremiumMarket News
GOOGL, ON, ALGN: Morningstar (MORN) Names Top-Rated Stocks That Are Undervalued
7h ago
IQV
RNG
Meta Platforms’ (META) Head of AI Research Resigns
PremiumMarket News
Meta Platforms’ (META) Head of AI Research Resigns
9h ago
META
ZeniMax workers vote ‘overwhelmingly’ to authorize strike
PremiumThe Fly
ZeniMax workers vote ‘overwhelmingly’ to authorize strike
11h ago
MSFT

Top 10 Holdings

Name
Weight %
AAPL
Apple Inc
3.99%
NVDA
Nvidia Corporation
3.88%
MSFT
Microsoft
3.48%
AMZN
Amazon.Com, Inc.
1.83%
META
Meta Platforms, Inc.
1.49%
USD_CASH
NEW YORK N Y CITY MUN WTR FIN AUTH WTR & SWR SYS REV
1.42%
USD_CASH
BURKE CNTY GA DEV AUTH POLLUTN CTL REV
1.21%
USD_CASH
City of New York
1.20%
GOOGL
Alphabet Inc. Class A
1.10%
GOOG
Alphabet Inc. Class C
1.04%
Total20.64%
Go to Holdings >

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