About URTRX
Victory Target Retirement 2030 Fund is a target-date mutual fund designed to balance capital appreciation with current income as investors approach the year 2030. It implements a diversified, fund‑of‑funds structure, allocating primarily to affiliated mutual funds and ETFs across equities and fixed income, and follows a predetermined glide path that becomes more conservative over time. Around its target date, the portfolio is expected to tilt to approximately 35% equity and 65% fixed income, aligning with a transition from growth to income and capital preservation priorities. The strategy falls within the Target-Date 2030 category and emphasizes broad exposure to U.S. and international stocks alongside government, corporate, and core-plus bonds to manage risk across market cycles. With inception dating back to 2008, the fund offers a single-fund solution intended for investors planning to begin withdrawals near 2030, aiming to simplify asset allocation, rebalancing, and risk management within a professionally managed framework.
Fund Family Victory Capital Management Inc.
Category Target-Date 2030
Performance Rating Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol URTRX
Index S&P Target Date 2030 TR
URTRX had a total return of 10.84% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.97%.
