Target Managed Allocation Fund Quote
| UTMAX Fund | USD 10.42 0.03 0.29% |
PerformanceVery Weak
| Odds Of DistressLow
|
Target Managed is trading at 10.42 as of the 23rd of March 2025; that is 0.29 percent decrease since the beginning of the trading day. The fund's open price was 10.45. Target Managed has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 23rd of December 2024 and ending today, the 23rd of March 2025. Click here to learn more.
The fund invests primarily in U.S. andor foreign equity securities, fixed-income securities, and real estate securities, including real estate investment trusts . Consistent with its investment strategy, the fund also may invest in derivatives, including futures and options contracts, as well as American depositary receipts .. More on Target Managed Allocation
Moving together with Target Mutual Fund
Moving against Target Mutual Fund
Target Mutual Fund Highlights
| Fund Concentration | USAA Funds, Large Blend Funds, Tactical Allocation Funds, Tactical Allocation, USAA (View all Sectors) |
| Update Date | 31st of March 2025 |
Target Managed Allocation [UTMAX] is traded in USA and was established 23rd of March 2025. Target Managed is listed under USAA category by Fama And French industry classification. The fund is listed under Tactical Allocation category and is part of USAA family. This fund at this time has accumulated 461.1 M in net assets with no minimum investment requirementsTarget Managed Allocation is currently producing year-to-date (YTD) return of 2.06% with the current yeild of 0.02%, while the total return for the last 3 years was 1.48%.
Check Target Managed Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Target Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Target Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Target Managed Allocation Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Target Managed Allocation Mutual Fund Constituents
| VO | Vanguard Mid Cap Index | Etf | Mid-Cap Blend | |
| VNQ | Vanguard Real Estate | Etf | Real Estate | |
| XLP | Consumer Staples Select | Etf | Consumer Defensive | |
| IJH | iShares Core SP | Etf | Mid-Cap Blend | |
| JNK | SPDR Bloomberg High | Etf | High Yield Bond | |
| BSV | Vanguard Short Term Bond | Etf | Short-Term Bond | |
| VEA | Vanguard FTSE Developed | Etf | Foreign Large Blend | |
| MTUM | iShares MSCI USA | Etf | Large Blend |
Target Managed Top Holders
| URSIX | Target Retirement 2060 | Mutual Fund | Target-Date 2060+ | |
| URINX | Target Retirement Income | Mutual Fund | Target-Date Retirement | |
| URTRX | Target Retirement 2030 | Mutual Fund | Target-Date 2030 | |
| UCEQX | Cornerstone Equity Fund | Mutual Fund | World Large-Stock Blend | |
| USCCX | Cornerstone Servative Fund | Mutual Fund | Allocation--15% to 30% Equity | |
| URFRX | Target Retirement 2040 | Mutual Fund | Target-Date 2040 | |
| URFFX | Target Retirement 2050 | Mutual Fund | Target-Date 2050 |
Target Managed Allocation Risk Profiles
| Mean Deviation | 0.7542 | |||
| Standard Deviation | 0.9543 | |||
| Variance | 0.9107 | |||
| Risk Adjusted Performance | (0.07) |
Target Managed Against Markets
Other Information on Investing in Target Mutual Fund
Target Managed financial ratios help investors to determine whether Target Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Target with respect to the benefits of owning Target Managed security.
| ETFs Find actively traded Exchange Traded Funds (ETF) from around the world | |
| Insider Screener Find insiders across different sectors to evaluate their impact on performance | |
| Transaction History View history of all your transactions and understand their impact on performance | |
| Sign In To Macroaxis Sign in to explore Macroaxis' wealth optimization platform and fintech modules |