URFRX Mutual Fund
URFRX Mutual Fund
URFRX Mutual Fund
Victory Target Retirement 2040 Fund Class Fund shares
URFRX Mutual Fund Overview
URFRX Mutual Fund (Victory Target Retirement 2040 Fund Class Fund shares) is managed by Victory Capital Management Inc. with $1.97B in net assets. URFRX expense ratio is 0.57%, holding 33 positions across sectors including Energy, Financials. Inception date: 2008-07-31.
URFRX performance shows a YTD return of 10.71%. The 1-year return is 20.33% and the 5-year return is 9.36%. URFRX dividend yield stands at 6.34%, paid annually.
URFRX top holdings include Usaa Global Managed Volatility Fund (7.9%), Usaa S&p 500 Index-rwrd (7.6%), Victory Rs International R6 (7.2%), Usaa Government Securities Fund (6.5%), Usaa Target Managed Allocation Fund (5.3%). Go to all URFRX holdings, URFRX sectors, or URFRX dividends.
URFRX can be compared against other funds. Use URFRX overlap to find shared positions, or URFRX vs another fund for a side-by-side view. URFRX alternatives are available via the screener, along with tax-loss harvesting opportunities.