USAA Growth and Tax Strategy Fund Fund · US9032874078 · USBLX (XNAS) — real-time quotes, company data, dividends, fundamentals, and AI-powered portfolio analysis on MoneyPeak

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.