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NASDAQ · USBLX

USAA Growth and Tax Strategy Fund

Financial Services · Asset Management

$30.93

Down-$0.10 (-0.32%)

Updated Sep 16, 2026, 10:14 AM

SID Score

4.8/10

Composite research score

Smart Money

Institutional and insider signal

Market cap
894.43M
P/E ratio
Dividend yield
1.72%
52-week range
— – —
Volume
0
Avg. volume
0

Price performance

USBLX price history

1M range · 0 trading sessions · Daily adjusted prices

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USBLX research

Overview

Company profile and research snapshot.

Company profile

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.

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Consensus
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