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UGTIX
Victory Growth and Tax Strategy Fund Institutional Shares
Analysis
Holdings
Dividends
Technical Analysis
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$27.87
Sub-CategoryGrowth
Total Liabilities2.70M
Last Dividend Ex-Date
Dec 18, 2024
Expense Ratio0.55%
Holding Count761
Brandvictory portfolios iii
Dividend Yield
 (1.42%)
CategoryEquity
Total Assets847.05M
Shares OutstandingN/A
52-Week Range$24.88 - $28.76

UGTIX Mutual Fund News

Eli Lilly announces FDA approval for Zepbound for obstructive sleep apnea
PremiumThe Fly
Eli Lilly announces FDA approval for Zepbound for obstructive sleep apnea
2d ago
LLY
Eli Lilly announces FDA approval for Zepbound
PremiumThe Fly
Eli Lilly announces FDA approval for Zepbound
2d ago
LLY
OpenAI Blows Past AI Benchmarks with New o3 Models
PremiumMarket News
OpenAI Blows Past AI Benchmarks with New o3 Models
2d ago
MSFT
BMO lowers Novo Nordisk price target to $105, says reaction to data ‘overdone’
PremiumThe Fly
BMO lowers Novo Nordisk price target to $105, says reaction to data ‘overdone’
2d ago
LLY
NVO

Top 10 Holdings

Name
Weight %
AAPL
Apple Inc
3.97%
MSFT
Microsoft
3.53%
NVDA
Nvidia Corporation
3.45%
AMZN
Amazon.Com, Inc.
1.62%
META
Meta Platforms, Inc.
1.39%
GOOGL
Alphabet Inc. Class A
1.10%
GOOG
Alphabet Inc. Class C
1.04%
USD_CASH
PORT PORT ARTHUR TEX NAV DIST ENVIRONMENTAL FACS REV
1.04%
LLY
Eli Lilly And Company
0.99%
BRK.B
Berkshire Hathaway B
0.93%
Total19.05%
Go to Holdings >

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