UTMAX Mutual Fund

UTMAX Mutual Fund (Victory Target Managed Allocation Fund Class Fund shares) is managed by Victory Capital Management Inc. with $67.6M in net assets. UTMAX expense ratio is 0.68%, holding 305 positions across sectors including Financials, Information Technology, Consumer Discretionary. Inception date: 2015-08-07.

UTMAX performance shows a YTD return of 7.96%. The 1-year return is 21.00% and the 5-year return is 6.84%. UTMAX dividend yield stands at 6.33%, paid annually.

UTMAX top holdings include Ishares Core MSCI Emerging Markets ETF (4.3%), Nvidia Corp. (2.8%), Vaneck Vectors Gold Miners Etf (2.6%), Apple Inc Ord (2.5%), Microsoft Corp 4.100 Feb 06 37 (1.7%). Go to all UTMAX holdings, UTMAX sectors, or UTMAX dividends.

UTMAX can be compared against other funds. Use UTMAX overlap to find shared positions, or UTMAX vs another fund for a side-by-side view. UTMAX alternatives are available via the screener, along with tax-loss harvesting opportunities.