Target Managed Allocation Fund Quote
| UTMAX Fund | USD 11.77 0.20 1.67% |
PerformanceFair
| Odds Of DistressLow
|
Target Managed is trading at 11.77 as of the 31st of January 2026; that is 1.67 percent decrease since the beginning of the trading day. The fund's open price was 11.97. Target Managed has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and had a somewhat fair performance during the last 90 days. The performance scores are derived for the period starting the 2nd of November 2025 and ending today, the 31st of January 2026. Click here to learn more.
The fund invests primarily in U.S. andor foreign equity securities, fixed-income securities, and real estate securities, including real estate investment trusts . Consistent with its investment strategy, the fund also may invest in derivatives, including futures and options contracts, as well as American depositary receipts .. More on Target Managed Allocation
Moving together with TARGET Mutual Fund
TARGET Mutual Fund Highlights
| Fund Concentration | USAA Funds, Large Blend Funds, Tactical Allocation, USAA (View all Sectors) |
| Update Date | 31st of December 2025 |
Target Managed Allocation [UTMAX] is traded in USA and was established 31st of January 2026. Target Managed is listed under USAA category by Fama And French industry classification. The fund is listed under Tactical Allocation category and is part of USAA family. This fund at this time has accumulated 461.1 M in net assets with no minimum investment requirementsTarget Managed Allocation is currently producing year-to-date (YTD) return of 2.69% with the current yeild of 0.04%, while the total return for the last 3 years was 14.01%.
Check Target Managed 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 Managed Allocation 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.
Target Managed Top Holders
| URSIX | Target Retirement 2060 | Mutual Fund | Target-Date 2060+ | |
| URINX | Target Retirement Income | Mutual Fund | Target-Date Retirement | |
| URTRX | Target Retirement 2030 | Mutual Fund | Target-Date 2030 | |
| UCEQX | Cornerstone Equity Fund | Mutual Fund | World Large-Stock Blend | |
| USCCX | Cornerstone Servative Fund | Mutual Fund | Allocation--15% to 30% Equity | |
| URFRX | Target Retirement 2040 | Mutual Fund | Target-Date 2040 | |
| URFFX | Target Retirement 2050 | Mutual Fund | Target-Date 2050 |
Target Managed Allocation Risk Profiles
| Mean Deviation | 0.576 | |||
| Semi Deviation | 0.7008 | |||
| Standard Deviation | 0.7711 | |||
| Variance | 0.5945 |
Target Managed Against Markets
TARGET Mutual Fund Analysis Notes
The fund keeps 96.8% of net assets in stocks. Large Blend For more information please call the company at 800-235-8396.Target Managed Allocation Investment Alerts
| The fund keeps 96.8% of its net assets in stocks |
Top Target Managed Allocation Mutual Fund Constituents
| VO | Vanguard Mid Cap Index | Etf | |
| VNQ | Vanguard Real Estate | Etf | |
| XLP | Consumer Staples Select | Etf | |
| IJH | iShares Core SP | Etf | |
| JNK | SPDR Bloomberg High | Etf | |
| BSV | Vanguard Short Term Bond | Etf | |
| VEA | Vanguard FTSE Developed | Etf | |
| MTUM | iShares MSCI USA | Etf | |
| VOO | Vanguard SP 500 | Etf | |
| VEU | Vanguard FTSE All World | Etf | |
| VTI | Vanguard Total Stock | Etf | |
| TLT | iShares 20 Year | Etf | |
| VWO | Vanguard FTSE Emerging | Etf | |
| LQD | iShares iBoxx Investment | Etf | |
| IWM | iShares Russell 2000 | Etf | |
| IEMG | iShares Core MSCI | Etf | |
| IEF | iShares 7 10 Year | Etf | |
| GLD | SPDR Gold Shares | Etf | |
| GDX | VanEck Gold Miners | Etf | |
| EWJ | iShares MSCI Japan | Etf | |
| EWC | iShares MSCI Canada | Etf | |
| HYG | iShares iBoxx High | Etf | |
| DXJ | WisdomTree Japan Hedged | Etf | |
| USRT | iShares Core REIT | Etf | |
| PXH | Invesco FTSE RAFI | Etf | |
| FNDE | Schwab Fundamental Emerging | Etf | |
| XOP | SPDR SP Oil | Etf |
Institutional Mutual Fund Holders for Target Managed
Have you ever been surprised when a price of an equity instrument such as Target Managed is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Target Managed Allocation backward and forwards among themselves. Target Managed's institutional investor refers to the entity that pools money to purchase Target Managed's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| URSIX | Target Retirement 2060 | Mutual Fund | Target-Date 2060+ | |
| URINX | Target Retirement Income | Mutual Fund | Target-Date Retirement | |
| URTRX | Target Retirement 2030 | Mutual Fund | Target-Date 2030 | |
| UCEQX | Cornerstone Equity Fund | Mutual Fund | World Large-Stock Blend | |
| USCCX | Cornerstone Servative Fund | Mutual Fund | Allocation--15% to 30% Equity | |
| URFRX | Target Retirement 2040 | Mutual Fund | Target-Date 2040 | |
| URFFX | Target Retirement 2050 | Mutual Fund | Target-Date 2050 |
Target Managed Outstanding Bonds
Target Managed issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Target Managed Allocation uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most TARGET bonds can be classified according to their maturity, which is the date when Target Managed Allocation has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
Target Managed Predictive Daily Indicators
Target Managed intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Target Managed mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Rate Of Daily Change | 0.98 | |||
| Day Median Price | 11.77 | |||
| Day Typical Price | 11.77 | |||
| Price Action Indicator | (0.10) | |||
| Period Momentum Indicator | (0.20) | |||
| Relative Strength Index | 58.15 |
Target Managed Forecast Models
Target Managed's time-series forecasting models are one of many Target Managed's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Target Managed's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.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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