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Victory Target Retirement 2040 Fund (URFRX)

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13.29 -0.01    -0.08%
29/01 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 1.62B
Type:  Fund
Market:  United States
Issuer:  USAA
Asset Class:  Bond
USAA Target Retirement 2040 13.29 -0.01 -0.08%

URFRX Overview

 
Find basic information about the Victory Target Retirement 2040 Fund mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add URFRX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change8.93%
Prev. Close13.3
Risk Rating
TTM Yield2.64%
ROE25.47%
IssuerUSAA
Turnover2%
ROA10.86%
Inception Date39660
Total Assets1.62B
Expenses0.02%
Min. Investment500
Market Cap69.06B
CategoryTarget - Date 2040
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Victory Target Retirement 2040 Fund Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1121 983 1121 1114 1410 1937
Fund Return 12.06% -1.7% 12.06% 3.67% 7.11% 6.83%
Place in category 148 74 148 39 146 100
% in Category 73 42 73 20 89 92

Top Bond Funds by Victory Capital

  Name Rating Total Assets YTD% 3Y% 10Y%
  USAA Intermediate-Term Bond Instl 2.65B 2.91 -1.20 2.64
  USAA Income Institutional 2.36B 3.39 -1.35 2.40
  USAA Income 1.97B 3.33 -1.39 2.35
  USAA Short-Term Bond Institutional 1.59B 6.31 3.20 2.74
  USAA Intermediate-Term Bond 1.46B 2.82 -1.27 2.57

Top Funds for Target-Date 2040 Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Target Retire Trust Plus40 106.15B 12.84 3.54 8.17
  The Vanguard Target Retire 2040 Tr1 106.15B 12.83 3.52 8.16
  The Vanguard Target Retire 2040 Tr2 106.15B 12.81 3.51 8.14
  Vanguard Target Retirement 2040 Inv 91.6B 12.88 3.51 8.08
  American Funds 2040 Trgt Date RetR6 33.44B 14.79 4.14 9.35

Top Holdings

Name ISIN Weight % Last Change %
Victory Target Managed Allocation - 11.68 - -
Victory Global Managed Volatility Instl - 11.36 - -
Victory Government Securities Inst - 6.47 - -
Victory RS International R6 - 6.46 - -
Victory 500 Index Reward - 6.17 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators BUY Strong Sell Strong Buy
Summary Buy Neutral Strong Buy
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