Morningstar

Victory Growth and Tax Strategy Fund Class A UGTAX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Victory Capital Investment Hub

Morningstar’s Analysis UGTAX

Will UGTAX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable UGTAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the UGTAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of UGTAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Capable managers oversee this strategy's straightforward approach.

Analyst Zach Houston-Read

Zach Houston-Read

Analyst

Summary

Victory Growth and Tax Strategy is a sensible option for investors in taxable accounts. It seeks to minimize the impact of federal income tax on shareholders through a combination of an actively managed tax-exempt municipal bond sleeve and a tax-managed direct indexing equity sleeve.

by Zach Houston-Read
Rated on Published on

Unlock our full analysis with Morningstar Investor

Sponsor Center