URTRX Mutual Fund
URTRX Mutual Fund
URTRX Mutual Fund
Victory Target Retirement 2030 Fund Class Fund shares
URTRX Mutual Fund Overview
URTRX Mutual Fund (Victory Target Retirement 2030 Fund Class Fund shares) is managed by Victory Capital Management Inc. with $1.32B in net assets. URTRX expense ratio is 0.53%, holding 33 positions across sectors including Energy, Financials. Inception date: 2008-07-31.
URTRX performance shows a YTD return of 10.02%. The 1-year return is 15.07% and the 5-year return is 5.99%. URTRX dividend yield stands at 6.14%, paid annually.
URTRX top holdings include Usaa Government Securities Fund (15.0%), Usaa Intermediate-term Bond Fund (7.9%), Victory Rs International R6 (5.5%), Usaa S&p 500 Index-rwrd (5.3%), VictoryShares USAA Core Short-Term Bond ETF (5.3%). Go to all URTRX holdings, URTRX sectors, or URTRX dividends.
URTRX can be compared against other funds. Use URTRX overlap to find shared positions, or URTRX vs another fund for a side-by-side view. URTRX alternatives are available via the screener, along with tax-loss harvesting opportunities.