Morningstar

Victory Growth and Tax Strategy Fund Class C UGTCX

Medalist Rating as of Apr 27, 2026 See Victory Capital Investment Hub

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.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
USBLX	Victory Growth and Tax Strategy Fund	No Load	Open			Jan 11, 1989	$787.54M	0.520%	Below Average	$3,000	−$23.49M
UGTIX	Victory Growth and Tax Strategy Fund Institutional Shares	Institutional	Open			Jun 29, 2020	$84.48M	0.560%	Below Average	$1M	−$516,230.19
UGTAX	Victory Growth and Tax Strategy Fund Class A	Front Load	Open			Jun 29, 2020	$23.57M	0.830%	Below Average	$2,500	$4.15M
UGTCX	Victory Growth and Tax Strategy Fund Class C	Level Load	Open			Jun 29, 2020	$16.93M	1.570%	Below Average	$2,500	−$1.20M

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