UTMAX Mutual Fund

UTMAX Mutual Fund (Victory Target Managed Allocation Fund Class Fund shares) is managed by Victory Capital Management Inc. with $35.8M in net assets. UTMAX expense ratio is 0.68%, holding 307 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2015-08-07.

UTMAX performance shows a YTD return of 8.82%. The 1-year return is 13.33% and the 5-year return is 7.09%. UTMAX dividend yield stands at 3.35%.

UTMAX top holdings include E-Mini S&P 500 Future Sept 26 (9.7%), Ishares Core Msci Emerging Mar (4.5%), Future On Topix (3.4%), Msci Emerging Markets Index Future Sept 26 (3.2%), Nvidia Corp (2.1%). 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.