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UGTCX
Mutual Fund ticker: NASDAQ
AS OF
Feb 3 closing price
Price
$29.96
Change
+$0.53 (+1.80%)
Net Assets
896.44M

UGTCX Victory Growth and Tax Strategy C Forecast, Technical & Fundamental Analysis

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... Show more

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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Alphabet (NASDAQ:GOOGL), Alphabet (NASDAQ:GOOG), Apple (NASDAQ:AAPL), Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), Meta Platforms (NASDAQ:META), Tesla (NASDAQ:TSLA), JPMorgan Chase & Co (NYSE:JPM).

Industry description

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.

Market Cap

The average market capitalization across the Victory Growth and Tax Strategy C MF is 2.93T. The market cap for tickers in the group ranges from 632.33B to 4.38T. NVDA holds the highest valuation in this group at 4.38T. The lowest valued company is BRK.B at 632.33B.

Volume

The average weekly volume growth across all stocks in the Victory Growth and Tax Strategy C MF was 47%. For the same stocks of the MF, the average monthly volume growth was 25% and the average quarterly volume growth was 26%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 62
P/E Growth Rating: 46
Price Growth Rating: 43
SMR Rating: 28
Profit Risk Rating: 28
Seasonality Score: -57 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderately Conservative Allocation
Address
Usaa Mutual Funds Trust9800 Fredericksburg RoadSan Antonio
Phone
N/A
Web
www.usaa.com
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UGTCX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, UGTCX has been closely correlated with VTMFX. These tickers have moved in lockstep 95% of the time. This A.I.-generated data suggests there is a high statistical probability that if UGTCX jumps, then VTMFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To UGTCX
1D Price
Change %
UGTCX100%
-0.40%
VTMFX - UGTCX
95%
Closely correlated
-0.36%
BKMIX - UGTCX
78%
Closely correlated
-0.09%
BIICX - UGTCX
70%
Closely correlated
N/A
HBLCX - UGTCX
68%
Closely correlated
+0.14%
HBLVX - UGTCX
63%
Loosely correlated
+0.13%
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