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Victory Growth and Tax Strategy Ins UGTIX Fund Analysis

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

Morningstar’s Analysis UGTIX

Will UGTIX outperform in 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 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.

Centered around tax efficiency.

Associate Analyst Nour Al Twal

Nour Al Twal

Associate Analyst

Summary

Victory Growth and Tax strategy continues to have sufficient resources despite some recent churn on the fixed-income side.

by Nour Al Twal
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