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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.
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After-Tax Returns for Fund Shares (As of 10/31/2022)

YTD 1 Year 3 Year 5 Year 10 Year
Return on Distribution1 -18.68% -16.65% 2.15% 4.14% 6.18%
Return on Distribution and Sale of Fund Shares2 -10.75% -9.39% 2.05% 3.66% 5.43%

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.

History

History

Risk Measures

Distribution

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Top 10 Holdings

(As of )

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Characteristics

(As of )

Sector Diversification

(As of )

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