USAA Growth and Tax Strategy Fund (USBLX) Research
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.
Market snapshot
- Symbol
- USBLX
- Price
- $31.60
- Day change
- +0.60%
- Market cap
- $937.3M
- 52-week range
- 27.66-31.92
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Ariel Appreciation Fund (CAAPX)
- Diamond Hill Small-Mid Cap Fund (DHMAX)
- BNY Mellon Smallcap Stock Index Fund (DISIX)
- Victory Munder Mid-Cap Core Growth Fund (MGOAX)
- Empower Aggressive Profile Fund (MXAPX)
- Parnassus Mid Cap Growth Fund (PFPRX)
- PGIM Quant Solutions Stock Index Fund (PSIFX)
- American Century Balanced Fund (TWBIX)
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