Victory Growth and Tax Strategy Fund Shares

Frequently Asked Questions About USBLX

What does USBLX invest in?

This fund aims to provide investors with a prudent balance, generating income that is primarily exempt from federal taxes while also pursuing long-term capital appreciation to safeguard against inflation. Its investment approach follows predefined target allocations, committing a significant portion of its assets (between 50% and 70%) to tax-advantaged fixed income securities and cash equivalents. The remaining capital, comprising 30% to 50% of the portfolio, is invested in the stocks of well-established, financially sound companies. A core objective of the fund's management is to reduce the federal income tax liabilities for its shareholders.

What is the expense ratio of USBLX?

Victory Growth and Tax Strategy Fund Shares (USBLX) charges an expense ratio of 0.52%. This is the annual fee deducted from fund assets to cover management and operations.

How big is USBLX?

Victory Growth and Tax Strategy Fund Shares (USBLX) manages $935.2M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is USBLX actively managed or an index fund?

USBLX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was USBLX launched?

Victory Growth and Tax Strategy Fund Shares (USBLX) launched in January 1989 and is managed by the fund issuer.

How has USBLX performed?

USBLX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.