UGTIX – Fund Analysis – Victory Growth and Tax Strategy Ins | Morningstar

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Will UGTIX outperform in the future?

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Process Pillar

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

The People Pillar is our evaluation of the UGTIX 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 UGTIX’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 Apr 27, 2026 Published on Apr 27, 2026

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