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UGTIX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Change
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Net Assets
796.32M

UGTIX Victory Growth and Tax Strategy Ins Forecast, Technical & Fundamental Analysis

Category Unknown
A.I.Advisor
published Highlights

Notable companies

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

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 Ins MF is 1.5T. The market cap for tickers in the group ranges from 528.4B to 3.03T. MSFT holds the highest valuation in this group at 3.03T. The lowest valued company is JPM at 528.4B.

Volume

The average weekly volume growth across all stocks in the Victory Growth and Tax Strategy Ins MF was -13%. For the same stocks of the MF, the average monthly volume growth was -1% and the average quarterly volume growth was -21%

Fundamental Analysis Ratings

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

Valuation Rating: 72
P/E Growth Rating: 53
Price Growth Rating: 32
SMR Rating: 27
Profit Risk Rating: 19
Seasonality Score: -53 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category Unknown

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

Correlation & Price change

A.I.dvisor indicates that over the last year, UGTIX has been closely correlated with HBLRX. These tickers have moved in lockstep 79% of the time. This A.I.-generated data suggests there is a high statistical probability that if UGTIX jumps, then HBLRX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To UGTIX
1D Price
Change %
UGTIX100%
N/A
HBLRX - UGTIX
79%
Closely correlated
+0.07%
BKMIX - UGTIX
78%
Closely correlated
-0.10%
HBLSX - UGTIX
76%
Closely correlated
+0.07%
HBLIX - UGTIX
65%
Loosely correlated
+0.07%
HBLVX - UGTIX
21%
Poorly correlated
+0.07%
More