Target Retirement 2030 Fund Quote
| URTRX Fund | USD 13.14 0.06 0.46% |
Performance6 of 100
| Odds Of DistressLess than 20
|
Target Retirement is trading at 13.14 as of the 26th of November 2024; that is 0.46 percent increase since the beginning of the trading day. The fund's open price was 13.08. Target Retirement has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Target Retirement 2030 are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 5th of July 2023 and ending today, the 26th of November 2024. Click here to learn more.
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 .. More on Target Retirement 2030
Moving together with Target Mutual Fund
Target Mutual Fund Highlights
| Fund Concentration | Victory Capital Funds, Large Blend Funds, Target-Date 2030 Funds, Target-Date 2030, Victory Capital (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Target Retirement 2030 [URTRX] is traded in USA and was established 26th of November 2024. Target Retirement is listed under Victory Capital category by Fama And French industry classification. The fund is listed under Target-Date 2030 category and is part of Victory Capital family. This fund at this time has accumulated 1.18 B in net assets with minimum initial investment of 500. Target Retirement 2030 is currently producing year-to-date (YTD) return of 11.32% with the current yeild of 0.03%, while the total return for the last 3 years was 3.61%.
Check Target Retirement Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Target Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Target Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Target Retirement 2030 Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Target Retirement 2030 Mutual Fund Constituents
| UIITX | Intermediate Term Bond Fund | Mutual Fund | Intermediate Core-Plus Bond | |
| RSIRX | Victory Rs International | Mutual Fund | Foreign Large Blend | |
| UTMAX | Target Managed Allocation | Mutual Fund | Tactical Allocation | |
| ULVM | VictoryShares Value Momentum | Etf | Large Value | |
| UIVM | VictoryShares International Value | Etf | Foreign Large Value | |
| UISBX | Short Term Bond Fund | Mutual Fund | Short-Term Bond | |
| UIINX | Income Fund Income | Mutual Fund | Intermediate Core-Plus Bond | |
| UIHIX | High Income Fund | Mutual Fund | High Yield Bond |
Target Retirement 2030 Risk Profiles
| Mean Deviation | 0.3249 | |||
| Semi Deviation | 0.362 | |||
| Standard Deviation | 0.4131 | |||
| Variance | 0.1706 |
Target Retirement Against Markets
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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