UGTCX
Victory Growth and Tax Strategy Fund Class C

UGTCX Mutual Fund Price & Analysis

The Victory Growth and Tax Strategy Fund Class C (UGTCX) is a mutual fund that focuses on long-term growth and tax efficiency. It invests in a diversified portfolio of stocks and bonds, with a focus on companies with strong growth potential. This fund also employs tax-efficient strategies to help investors minimize their tax burden. With a Class C ticker, this fund may have a higher expense ratio compared to other classes, but it may also offer lower initial investment requirements. Overall, the Victory Growth and Tax Strategy Fund Class C is a suitable option for investors looking for growth and tax benefits in their portfolio.

UGTCX Mutual Fund Chart & Stats

Previous Close$26.69
Sub-CategoryGrowth
Total Liabilities3.96M
Expense Ratio1.58%
Holding Count764
Brandvictory portfolios iii
0.28 (1.07%)
CategoryEquity
Total Assets813.54M
Shares Outstanding255,778
52-Week Range$21.91 - $27.20

Top 10 Holdings

Name
Weight %
Microsoft
3.67%
Apple Inc
3.47%
Nvidia Corporation
3.34%
Amazon.Com, Inc.
1.74%
Meta Platforms, Inc.
1.30%
Alphabet Inc. Class A
1.21%
Alphabet Inc. Class C
1.14%
USD_CASH
City of New York
1.07%
USD_CASH
NEW YORK N Y CITY MUN WTR FIN AUTH WTR & SWR SYS REV
0.97%
USD_CASH
PORT PORT ARTHUR TEX NAV DIST ENVIRONMENTAL FACS REV
0.91%
Total18.83%

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