Target Managed Competition

UTMAX Fund

USD 12.03 0.02 0.17%

Target Managed Allocation competes with Capital Growth, Emerging Markets, High Income, International Fund, and Growth Income; as well as few others. The fund is listed under Tactical Allocation category and is part of USAA family. Analyzing Target Managed competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Target Managed to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Target Managed Correlation with its peers.

Target Managed vs Intermediate Term Correlation

Poor diversification

The correlation between Target Managed Allocation and UIITX is 0.66 (i.e., Poor diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Target Managed Allocation and UIITX in the same portfolio, assuming nothing else is changed.

Moving together with Target Mutual Fund

0.98	UICGX	Capital Growth	Pair Corr
0.98	UIIFX	International Fund	Pair Corr
0.82	UIGSX	Government Securities	Pair Corr
0.92	UIPMX	Precious Metals And	Pair Corr

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Hype

Prediction

Low	Estimated	High
11.26	12.03	12.80

Details

Intrinsic

Valuation

Low	Real	High
11.84	12.61	13.38

Details

Please note, it is not enough to conduct a financial or market analysis of a single entity such as Target Managed. Your research has to be compared to or analyzed against Target Managed's peers to derive any actionable benefits. When done correctly, Target Managed's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Target Managed Allocation.

Target Managed Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Target Managed and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Target and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Target Managed Allocation does not affect the price movement of the other competitor.

	UICGX	UIEMX	UIHIX	UIIFX	UIGIX	UIGSX	UIGRX	UIINX	UIISX	UIITX
UICGX		0.93	0.92	0.99	1.0	0.8	0.03	0.69	0.99	0.61	UICGX
UIEMX	0.93		0.92	0.96	0.91	0.84	-0.1	0.74	0.93	0.65	UIEMX
UIHIX	0.92	0.92		0.93	0.92	0.89	0.05	0.82	0.93	0.76	UIHIX
UIIFX	0.99	0.96	0.93		0.98	0.82	-0.04	0.72	0.99	0.63	UIIFX
UIGIX	1.0	0.91	0.92	0.98		0.81	0.06	0.7	0.99	0.63	UIGIX
UIGSX	0.8	0.84	0.89	0.82	0.81		-0.11	0.93	0.84	0.93	UIGSX
UIGRX	0.03	-0.1	0.05	-0.04	0.06	-0.11		-0.1	-0.08	-0.04	UIGRX
UIINX	0.69	0.74	0.82	0.72	0.7	0.93	-0.1		0.74	0.92	UIINX
UIISX	0.99	0.93	0.93	0.99	0.99	0.84	-0.08	0.74		0.66	UIISX
UIITX	0.61	0.65	0.76	0.63	0.63	0.93	-0.04	0.92	0.66		UIITX
	UICGX	UIEMX	UIHIX	UIIFX	UIGIX	UIGSX	UIGRX	UIINX	UIISX	UIITX

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High positive correlations

UIGIX	+ 1.0	UICGX
UIIFX	+ 0.99	UICGX
UIISX	+ 0.99	UICGX
UIISX	+ 0.99	UIIFX
UIISX	+ 0.99	UIGIX
UIGIX	+ 0.98	UIIFX

High negative correlations

UIGRX	- 0.11	UIGSX
UIINX	- 0.1	UIGRX
UIGRX	- 0.1	UIEMX
UIISX	- 0.08	UIGRX
UIITX	- 0.04	UIGRX
UIGRX	- 0.04	UIIFX

Risk-Adjusted Indicators

There is a big difference between Target Mutual Fund performing well and Target Managed Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Target Managed's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
UICGX	0.70	0.23	0.26	0.47	0.33	(0.87)	1.26	(1.14)	11.34
UIEMX	0.76	0.25	0.25	0.56	0.35	(0.91)	1.95	(1.27)	7.16
UIHIX	0.09	0.01	(0.36)	0.28	0.00	(0.16)	0.15	(0.15)	0.58
UIIFX	0.75	0.31	0.34	0.62	0.14	(0.90)	1.60	(1.25)	11.17
UIGIX	0.58	0.14	0.16	0.32	0.35	(0.68)	1.20	(0.91)	8.57
UIGSX	0.13	0.01	(0.39)	0.53	0.00	(0.18)	0.33	(0.22)	0.67
UIGRX	0.73	(0.14)	0.00	(0.10)	0.00	0.00	1.43	(1.90)	4.60
UIINX	0.13	0.01	(0.38)	0.47	0.00	(0.17)	0.26	(0.26)	0.77
UIISX	0.65	0.24	0.35	0.52	0.00	(0.84)	1.57	(0.93)	9.57
UIITX	0.14	0.01	(0.33)	0.26	0.00	(0.20)	0.32	(0.32)	0.76

Target Managed Competitive Analysis

The better you understand Target Managed competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Target Managed's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Target Managed's competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	UTMAX	UICGX	UIEMX	UIHIX	UIIFX	UIGIX	UIGSX	UIGRX	UIINX	UIISX
	0.17 12.03 Target	0.27 14.74 Capital	0.07 28.21 Emerging	0.14 6.97 High	0.12 33.52 International	0.34 26.29 Growth	0.11 9.04 Government	0.36 39.11 Growth	0.26 11.79 Income	0.10 19.67 Income
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Good	Solid	Solid	Solid	Solid	Solid	Good	Weakest	Good	Solid
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Under Valued	Under Valued	Under Valued	Over Valued	Under Valued	Under Valued	Over Valued	Fairly Valued	Over Valued	Under Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Buy	Strong Buy	Strong Buy	Strong Sell	Strong Buy	Strong Buy	Strong Sell	Strong Hold	Strong Sell	Strong Hold
Net Asset	461.1 M	923.84 M	914.61 M	2.18 B	4.18 B	1.95 B	930.07 M	2.86 B	7.81 B	2.78 B
Minimum Initial Investment	N/A	1000 K	N/A	N/A	1000 K	N/A	N/A	N/A	N/A	N/A
Price To Book	N/A	1.88	1.46	1.81	1.5	2.29	N/A	4.16	1.48	2.27
Five Year Return	7.33	12.74	6.24	4.21	10.84	12.62	0.95	13.16	0.74	12.62
One Year Return	13.96	23.16	45.83	8.14	39.36	16.16	6.82	13.47	6.75	13.35
Last Dividend Paid	N/A	N/A	0.27	0.03	0.52	0.03	0.02	N/A	0.03	0.08
Price To Earning	N/A	13.54	11.88	18.49	16.29	17.56	N/A	20.88	17.04	18.21
Price To Sales	N/A	1.05	1.26	1.63	0.96	1.66	N/A	2.1	2.2	1.75
Cash Position Weight	2.25	N/A	1.1	3.0	N/A	0.67	3.91	0.69	1.69	0.38
Equity Positions Weight	96.8	99.92	98.91	0.51	99.87	99.33	N/A	99.31	N/A	99.62
Three Year Return	13.64	18.76	20.03	8.38	18.97	20.13	4.27	26.99	4.79	13.52
Annual Yield	0.0347	0.0089	0.0246	0.0677	0.0213	0.0087	0.0384	N/A	0.041	0.0202
Year To Date Return	2.87	4.87	10.64	0.8	9.87	3.91	0.51	1.48	0.26	3.91
Bond Positions Weight	N/A	N/A	N/A	15.52	N/A	N/A	N/A	N/A	11.28	N/A
Ten Year Return	N/A	8.96	0.79	5.77	6.03	10.6	2.72	15.04	4.55	9.9
Daily Balance Of Power	9.2 T	0	9.2 T	9.2 T	9.2 T	0	0	0	9.2 T	0
Day Typical Price	12.03	14.74	28.21	6.97	33.52	26.29	9.04	39.11	11.79	19.67
Period Momentum Indicator	0.02	(0.04)	0.02	0.01	0.04	(0.09)	(0.01)	(0.14)	0.03	(0.02)
Rate Of Daily Change	1.0	1.0	1.0	1.0	1.0	1.0	1.0	1.0	1.0	1.0
Day Median Price	12.03	14.74	28.21	6.97	33.52	26.29	9.04	39.11	11.79	19.67
Price Action Indicator	0.01	(0.02)	0.01	0.005	0.02	(0.04)	(0.01)	(0.07)	0.015	(0.01)
Coefficient Of Variation	559.73	483.34	364.81	383.67	386.58	525.33	628.29	(1,527)	669.67	392.98
Mean Deviation	0.5942	0.7034	0.7642	0.0929	0.7536	0.5801	0.128	0.7318	0.1325	0.6451
Jensen Alpha	0.0781	0.227	0.2452	0.0146	0.3089	0.1395	0.013	(0.14)	0.0122	0.2444
Total Risk Alpha	0.0505	0.1333	0.1757	0.0086	0.21	0.081	(0)	(0.18)	(0)	0.1684
Sortino Ratio	0.0579	0.255	0.2533	(0.36)	0.3421	0.1598	(0.39)	N/A	(0.38)	0.3544
Downside Variance	0.7634	0.5751	0.6564	0.0295	0.6392	0.4411	0.0304	N/A	0.0316	0.3428
Standard Deviation	0.8019	1.38	1.09	0.1182	1.42	1.04	0.1599	0.9798	0.1658	1.18
Kurtosis	0.6477	32.85	6.88	0.1107	30.03	24.84	(0.27)	0.4096	0.0091	29.33
Potential Upside	1.27	1.26	1.95	0.1464	1.6	1.2	0.3337	1.43	0.2577	1.57
Treynor Ratio	0.1996	0.4655	0.5578	0.2787	0.6235	0.3166	0.531	(0.1)	0.4714	0.5238
Maximum Drawdown	4.0	11.34	7.16	0.5844	11.17	8.57	0.6712	4.6	0.7738	9.57
Variance	0.643	1.91	1.18	0.014	2.0	1.09	0.0256	0.9599	0.0275	1.39
Market Risk Adjusted Performance	0.2096	0.4755	0.5678	0.2887	0.6335	0.3266	0.541	(0.09)	0.4814	0.5338
Risk Adjusted Performance	0.1431	0.1699	0.2221	0.151	0.2114	0.1547	0.0874	(0.05)	0.0813	0.2069
Skewness	(0.06)	4.84	1.68	(0.06)	4.54	3.91	0.0741	(0.19)	0.0413	4.5
Semi Deviation	0.6286	0.327	0.3484	0.0	0.1365	0.3495	0.0	N/A	0.0	0.0
Information Ratio	0.0631	0.1399	0.1889	(0.52)	0.1932	0.1016	(0.42)	(0.16)	(0.41)	0.1759
Value At Risk	(1.44)	(1.14)	(1.27)	(0.15)	(1.25)	(0.91)	(0.22)	(1.90)	(0.26)	(0.93)
Expected Short fall	(0.64)	(0.87)	(0.91)	(0.16)	(0.90)	(0.68)	(0.18)	N/A	(0.17)	(0.84)
Downside Deviation	0.8737	0.7583	0.8102	0.1719	0.7995	0.6642	0.1744	N/A	0.1778	0.5855
Semi Variance	0.3952	0.107	0.1214	(0.02)	0.0186	0.1222	(0.01)	N/A	(0.01)	(0.07)

Target Managed Competition Performance Charts

Five steps to successful analysis of Target Managed Competition

Target Managed's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Target Managed Allocation in relation to its competition. Target Managed's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Target Managed in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Target Managed's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Target Managed Allocation, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Target Managed position

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Other Information on Investing in Target Mutual Fund

Target Managed financial ratios help investors to determine whether Target Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Target with respect to the benefits of owning Target Managed security.

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