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UGTAX
Mutual Fund ticker: NASDAQ
AS OF
Dec 20 closing price
Price
$27.82
Change
+$0.17 (+0.61%)
Net Assets
850.02M

UGTAX price forecast, quote, news & analysis

A.I.Advisor
published price charts
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), JPMorgan Chase & Co (NYSE:JPM), Tesla (NASDAQ:TSLA).

Industry description

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.

Market Cap

The average market capitalization across the Victory Growth and Tax Strategy A MF is 1.97T. The market cap for tickers in the group ranges from 559.85B to 3.3T. NVDA holds the highest valuation in this group at 3.3T. The lowest valued company is TSLA at 559.85B.

Volume

The average weekly volume growth across all stocks in the Victory Growth and Tax Strategy A MF was 100%. For the same stocks of the MF, the average monthly volume growth was 100% and the average quarterly volume growth was -22%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 79
P/E Growth Rating: 52
Price Growth Rating: 24
SMR Rating: 24
Profit Risk Rating: 14
Seasonality Score: -12 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderately Conservative Allocation
Address
Usaa Mutual Funds Trust9800 Fredericksburg RoadSan Antonio
Phone
N/A
Web
www.usaa.com