UTMAX Mutual Fund (Victory Target Managed Allocation Fund Class Fund shares) is managed by Victory Capital Management Inc. with $102.7M in net assets. UTMAX expense ratio is 0.69%, holding 305 positions across sectors including Unknown, Financials, Information Technology. Inception date: 2015-08-07.

UTMAX performance shows a YTD return of 7.96%. The 1-year return is 23.42% and the 5-year return is 7.62%. UTMAX dividend yield stands at 6.33%, paid annually.

UTMAX top holdings include Ishares Core MSCI Emerging Markets ETF (4.7%), Vaneck Gold Mine (3.7%), Nvidia Corp (2.9%), Apple Inc (2.7%), Microsoft Corp 4.100 Feb 06 37 (1.8%). View all UTMAX holdings, sector breakdown, or dividend history.

UTMAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. UTMAX alternatives are available via the screener, along with tax-loss harvesting opportunities.