Unlock stock picks and a broker-level newsfeed that powers Wall Street.
Nasdaq - Delayed Quote USD

Victory Tax Exempt Intermediate Term Fund (USATX)

12.60
+0.07
+(0.56%)
At close: April 4 at 8:04:02 PM EDT
Loading Chart for USATX
  • Previous Close 12.53
  • YTD Return 0.29%
  • Expense Ratio 0.49%
  • Category Muni National Interm
  • Last Cap Gain -7.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 2.99B
  • Beta (5Y Monthly) 0.82
  • Yield 3.38%
  • 5y Average Return --
  • Holdings Turnover 8.00%
  • Last Dividend 0.11
  • Inception Date Mar 19, 1982

The fund invests primarily in investment-grade securities, the interest from which is excludable from gross income for federal income tax purposes (referred to herein as "tax-exempt securities"). During normal market conditions, at least 80% of its net assets will consist of tax-exempt securities. The fund's dollar-weighted average portfolio maturity is between three and 10 years. At least 80% of the fund's annual net investment income dividends will be tax-exempt and excludable from the calculation of the federal alternative minimum tax for individual taxpayers.

Victory Capital

Fund Family

Muni National Interm

Fund Category

2.99B

Net Assets

1982-03-19

Inception Date

Performance Overview: USATX

View More

Trailing returns as of 4/3/2025. Category is Muni National Interm.

YTD Return

USATX
0.29%
Category
1.33%
 

1-Year Return

USATX
2.17%
Category
4.61%
 

3-Year Return

USATX
1.77%
Category
4.51%
 

5-Year Return

USATX
1.58%
Category
2.72%
 

People Also Watch

Recent News: USATX

View More

Research Reports: USATX

View More

Top Mutual Funds