Target Retirement Financials
| URFRX Fund | USD 13.66 0.07 0.51% |
Target |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Target Retirement Fund Summary
Target Retirement competes with Vanguard Target, American Funds, American Funds, American Funds, and Fidelity Freedom. The funds target asset allocation will consist of approximately 35 percent of the funds net assets allocated to equity investments and approximately 65 percent of the funds net assets allocated to fixed-income investments. Its target asset allocation will not change after the target date has been reached unless approved by the funds Board of Trustees .Specialization | Target-Date 2040, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US9032887369 |
| Business Address | Usaa Mutual Funds |
| Mutual Fund Family | Victory Capital |
| Mutual Fund Category | Target-Date 2040 |
| Benchmark | Dow Jones Industrial |
| Phone | 800 235 8396 |
| Currency | USD - US Dollar |
Target Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Target Retirement's current stock value. Our valuation model uses many indicators to compare Target Retirement value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Target Retirement competition to find correlations between indicators driving Target Retirement's intrinsic value. More Info.Target Retirement 2040 is rated fifth in price to earning among similar funds. It is rated below average in price to book among similar funds fabricating about 0.11 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Target Retirement 2040 is roughly 9.05 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Target Retirement's earnings, one of the primary drivers of an investment's value.Target Retirement 2040 Systematic Risk
Target Retirement's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Target Retirement volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was thirty-six with a total number of output elements of twenty-five. The Beta measures systematic risk based on how returns on Target Retirement 2040 correlated with the market. If Beta is less than 0 Target Retirement generally moves in the opposite direction as compared to the market. If Target Retirement Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Target Retirement 2040 is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Target Retirement is generally in the same direction as the market. If Beta > 1 Target Retirement moves generally in the same direction as, but more than the movement of the benchmark.
Target Retirement Thematic Clasifications
Target Retirement 2040 is part of Moderate Funds investing theme. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Funds with moderate expected return and risk. Funds or Etfs that combine stocks, bonds and money market instruments to get modest capital appreciation over time
This theme covers Funds with moderate expected return and risk. Funds or Etfs that combine stocks, bonds and money market instruments to get modest capital appreciation over time. Get More Thematic Ideas
Target Retirement 2040 is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Target-Date 2040 category is currently estimated at about 294.47 Billion. Target Retirement adds roughly 1.43 Billion in net asset claiming only tiny portion of funds listed under Target-Date 2040 category.| Moderate Funds | View |
Target Retirement November 22, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Target Retirement help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Target Retirement 2040. We use our internally-developed statistical techniques to arrive at the intrinsic value of Target Retirement 2040 based on widely used predictive technical indicators. In general, we focus on analyzing Target Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Target Retirement's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.5929 | |||
| Information Ratio | (0.13) | |||
| Maximum Drawdown | 2.75 | |||
| Value At Risk | (0.80) | |||
| Potential Upside | 0.9531 |
Other Information on Investing in Target Mutual Fund
Target Retirement 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 Retirement security.
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