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UGTIX
Victory Growth and Tax Strategy Fund Institutional Shares
Analysis
Holdings
Dividends
Technical Analysis
Performance
Similar Mutual Funds

UGTIX Mutual Fund Price & Analysis

The Victory Growth and Tax Strategy Fund Institutional Shares (UGTIX) is a mutual fund that focuses on providing investors with long-term growth potential while also implementing tax-efficient strategies. This fund is designed for institutional investors and aims to achieve its objectives through a diversified portfolio of stocks and other securities. UGTIX may be a suitable option for investors looking for a balance between growth and tax management in their investment portfolio.

UGTIX Mutual Fund Chart & Stats

Previous Close$27.15
Sub-CategoryGrowth
Total Liabilities1.93M
Last Dividend Ex-Date
Jun 24, 2024
Expense Ratio0.55%
Holding Count775
Brandvictory portfolios iii
Dividend Yield
0.55 (2.02%)
CategoryEquity
Total Assets800.06M
Shares Outstanding2,335,101
52-Week Range$21.75 - $27.15

UGTIX Mutual Fund News

Meta Platforms Stock (NASDAQ:META): Likely Overvalued in the Near Term
PremiumMarket News
Meta Platforms Stock (NASDAQ:META): Likely Overvalued in the Near Term
3d ago
META
Amazon Stock (NASDAQ:AMZN): 3 Bullish Signals and 1 Bearish Before Q2
PremiumMarket News
Amazon Stock (NASDAQ:AMZN): 3 Bullish Signals and 1 Bearish Before Q2
3d ago
NWG
AMZN
MercadoLibre Stock (NASDAQ:MELI): Compelling Growth Reinforces Bull Case
PremiumMarket News
MercadoLibre Stock (NASDAQ:MELI): Compelling Growth Reinforces Bull Case
3d ago
AMZN
MELI
Nvidia management to meet virtually with Benchmark
PremiumThe Fly
Nvidia management to meet virtually with Benchmark
3d ago
NVDA

Top 10 Holdings

Name
Weight %
MSFT
Microsoft
3.74%
AAPL
Apple Inc
3.31%
NVDA
Nvidia Corporation
2.52%
AMZN
Amazon.Com, Inc.
1.95%
META
Meta Platforms, Inc.
1.39%
USD_CASH
City of New York
1.25%
USD_CASH
GULF COAST INDL DEV AUTH TEX REV
1.22%
GOOGL
Alphabet Inc. Class A
0.99%
GOOG
Alphabet Inc. Class C
0.93%
BRK.B
Berkshire Hathaway B
0.85%
Total18.13%
Go to Holdings >

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