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USBLX
USAA Mutual Fds Tr Growth and Tax Strategy Fund
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USBLX Mutual Fund Price & Analysis

The investment seeks 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's strategy is to invest a majority of its assets in tax-exempt bonds and money market instruments (50% - 70%) and the remainder in blue chip stocks (30% - 50%). It is managed with the goal of minimizing the impact of federal income tax to shareholders.

USBLX Mutual Fund Chart & Stats

Previous Close$28.87
Sub-CategoryGrowth
Total Liabilities16.29M
Last Dividend Ex-Date
Jun 16, 2025
Expense Ratio0.50%
Holding Count688
Brandvictory portfolios iii
Dividend Yield
 (1.79%)
CategoryEquity
Total Assets845.28M
Shares OutstandingN/A
52-Week Range$25.23 - $28.87

USBLX Mutual Fund News

Amazon (AMZN) Receives a Rating Update from a Top Analyst
PremiumBlurbs
Amazon (AMZN) Receives a Rating Update from a Top Analyst
8h ago
AMZN
Amazon announces significant grocery expansion
PremiumThe Fly
Amazon announces significant grocery expansion
8h ago
KR
TGT
Amazon.com announces grocery expansion with same-day delivery orders
PremiumThe Fly
Amazon.com announces grocery expansion with same-day delivery orders
8h ago
AMZN
Notable open interest changes for August 13th
PremiumThe Fly
Notable open interest changes for August 13th
9h ago
AAPL
AMZN

Top 10 Holdings

Name
Weight %
NVDA
Nvidia Corporation
3.98%
MSFT
Microsoft
3.97%
AAPL
Apple Inc
3.54%
AMZN
Amazon.Com, Inc.
1.89%
META
Meta Platforms, Inc.
1.76%
USD_CASH
UNIVERSITY CALIF REVS
1.21%
AVGO
Broadcom Inc.
1.21%
GOOGL
Alphabet Inc. Class A
1.18%
GOOG
Alphabet Inc. Class C
1.11%
BRK.B
Berkshire Hathaway B
1.00%
Total20.84%
Go to Holdings >

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