Victory Growth and Tax Strategy Fund Class A
UGTAX
NASDAQ
Rating
Reward
Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
Front End Fee
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Top Holdings
Similar Funds
Performance
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90-Day Total Return
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2-Year Total Return
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Last Bear Market Total Return
Forward Dividend Yield
Price
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NAV
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52-Week High
Company Information
Provider
Victory Capital Management Inc.
Manager/Tenure
(Years)
(Years)
Mannik S. Dhillon (6), Andrew Hattman (6), Lauren Spalten (4), 2 others
Website
Address
Victory Capital Management Inc.
San Antonio TX - 78256
San Antonio TX - 78256
Country
United States
Phone Number
210-694-9700
Investment Strategy
The investment seeks a conservative balance for the investor between income, the majority of which is exempt from federal income tax, and the potential for long-term growth of capital to preserve purchasing power. Using preset target ranges, the fund's strategy is to invest a majority of its assets in tax-exempt bonds and money market instruments (50% - 70%) and the remainder in blue chip stocks (30% - 50%). It is managed with the goal of minimizing the impact of federal income tax to shareholders.