Skip to Content

Victory Growth and Tax Strategy USBLX

Medalist Rating as of | See Victory Capital Investment Hub
  • NAV / 1-Day Return 26.23  /  +0.38 %
  • Total Assets 809.1 Mil
  • Adj. Expense Ratio
    0.540%
  • Expense Ratio 0.540%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Moderately Conservative Allocation
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity Medium/Extensive
  • Status Open
  • TTM Yield 2.04%
  • Turnover 15%

USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:23 PM GMT+0

Morningstar’s Analysis USBLX

Will USBLX outperform in future?

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

An industry-standard approach to curating a tax-sensitive portfolio.

Associate Analyst Nour Al Twal

Nour Al Twal

Associate Analyst

Summary

Turnover on supporting investment cohorts at Victory (formerly known as USAA) Growth and Tax Strategy coupled with a straightforward allocation approach supports a renewed Morningstar Medalist Rating of Neutral across all share classes.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings USBLX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 15.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

3.63 28.2 Mil
Technology

Microsoft Corp

3.55 27.6 Mil
Technology

Amazon.com Inc

1.72 13.4 Mil
Consumer Cyclical

NVIDIA Corp

1.62 12.6 Mil
Technology

Meta Platforms Inc Class A

1.03 8.0 Mil
Communication Services

Alphabet Inc Class A

1.02 7.9 Mil
Communication Services

Alphabet Inc Class C

0.96 7.5 Mil
Communication Services

Berkshire Hathaway Inc Class B

0.76 5.9 Mil
Financial Services

Tesla Inc

0.75 5.8 Mil
Consumer Cyclical

JPMorgan Chase & Co

0.67 5.2 Mil
Financial Services