USBLX Victory Growth and Tax Strategy Forecast, Technical & Fundamental Analysis

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOGL), Alphabet (NASDAQ:GOOG), Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), Broadcom Inc. (NASDAQ:AVGO), Tesla (NASDAQ:TSLA), Meta Platforms (NASDAQ:META).

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.

The average market capitalization across the Victory Growth and Tax Strategy MF is 3T. The market cap for tickers in the group ranges from 1.4T to 5.2T. NVDA holds the highest valuation in this group at 5.2T. The lowest valued company is META at 1.4T.

The average weekly volume growth across all stocks in the Victory Growth and Tax Strategy MF was 25%. For the same stocks of the MF, the average monthly volume growth was -2% and the average quarterly volume growth was -61%