Target Managed Allocation Fund Quote

UTMAX Fund  USD 11.72  0.08  0.69%   

Performance

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Odds Of Distress

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Low
Target Managed is trading at 11.72 as of the 9th of January 2026; that is 0.69 percent increase since the beginning of the trading day. The fund's open price was 11.64. Target Managed has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 10th of December 2025 and ending today, the 9th of January 2026. Click here to learn more.
The fund invests primarily in U.S. andor foreign equity securities and fixed-income securities through investments in shares of other investment companies, including exchange-traded funds and real estate securities, including real estate investment trusts . More on Target Managed Allocation

Moving together with Target Mutual Fund

  0.96UICGX Capital GrowthPairCorr
  0.95UIEMX Emerging MarketsPairCorr
  0.84UIHIX High Income FundPairCorr
  0.86UIIFX International FundPairCorr
  0.97UIGIX Growth IncomePairCorr

Target Mutual Fund Highlights

Fund ConcentrationUSAA Funds, Large Blend Funds, Tactical Allocation, USAA (View all Sectors)
Update Date31st of December 2025
Target Managed Allocation [UTMAX] is traded in USA and was established 9th 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 1.22% with the current yeild of 0.04%, while the total return for the last 3 years was 14.42%.
Check Target Managed Probability Of Bankruptcy

Instrument Allocation

Top Target Managed Allocation Mutual Fund Constituents

VOVanguard Mid Cap IndexEtfMid-Cap Blend
VNQVanguard Real EstateEtfReal Estate
XLPConsumer Staples SelectEtfConsumer Defensive
IJHiShares Core SPEtfMid-Cap Blend
JNKSPDR Bloomberg HighEtfHigh Yield Bond
BSVVanguard Short Term BondEtfShort-Term Bond
VEAVanguard FTSE DevelopedEtfForeign Large Blend
MTUMiShares MSCI USAEtfLarge Blend
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Target Managed Top Holders

URSIXTarget Retirement 2060Mutual FundTarget-Date 2060+
URINXTarget Retirement IncomeMutual FundTarget-Date Retirement
URTRXTarget Retirement 2030Mutual FundTarget-Date 2030
UCEQXCornerstone Equity FundMutual FundWorld Large-Stock Blend
USCCXCornerstone Servative FundMutual FundAllocation--15% to 30% Equity
URFRXTarget Retirement 2040Mutual FundTarget-Date 2040
URFFXTarget Retirement 2050Mutual FundTarget-Date 2050
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Target Managed Allocation Risk Profiles

Target Managed Against Markets

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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