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USAA Growth and Tax Strategy Fund
  • Growth potential from blue chip stocks. 
  • Income that is exempt from federal taxes. 
  • Little to no exposure to the alternative minimum tax.

After-Tax Returns for Fund Shares (As of 02/28/2023)

YTD 1 Year 3 Year 5 Year 10 Year
Return on Distribution1 2.03% -9.30% 3.62% 4.71% 6.28%
Return on Distribution and Sale of Fund Shares2 1.20% -4.94% 3.20% 4.11% 5.50%

1Return after taxes on distributions. Assumes fund shares have not been sold.

2Return after taxes on distributions and sale of fund shares. 

After-tax returns are calculated using the historical highest individual federal marginal income tax rates and do not reflect the impact of state and local taxes. Actual after-tax returns depend on the investor's tax situation and may differ from those shown. The after-tax returns shown are not relevant to investors who hold their fund shares through tax-deferred arrangements such as 401(k) plans or individual retirement accounts. After-tax returns are shown for only one share class. After-tax returns for other classes will vary.



Risk Measures


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Top 10 Holdings

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Sector Diversification

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Quality Structure

The Fund's investment objective is 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 invests a majority of its assets in tax-exempt bonds and money market instruments (50% - 70%) and the remainder in blue chip stocks (30% - 50%). 


Management Team

USAA Investments, a Victory Capital Investment Franchise
Victory Capital Solutions