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 $1.89B in net assets. URFRX expense ratio is 0.55%, holding 34 positions across sectors including Energy, Financials. Inception date: 2008-07-31.
URFRX performance shows a YTD return of 13.51%. The 1-year return is 19.80% and the 5-year return is 7.77%. URFRX dividend yield stands at 6.18%, paid annually.
URFRX top holdings include Usaa S&p 500 Index-rwrd (7.8%), Usaa Global Managed Volatility Fund (7.5%), Victory Rs International R6 (7.3%), Usaa Government Securities Fund (6.2%), Victory Trivalent Intl Fund-c/e-r6 (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.