TARGET MANAGED Financials
| UTMAX Fund | USD 11.53 0.01 0.09% |
Key indicators impacting TARGET MANAGED's financial strength
Treynor Ratio 0.06404527 | Sharpe Ratio 0.0348 | Information Ratio 0.10386055 | Sortino Ratio 0.0933904 |
TARGET |
Please note that past performance is not an indicator of the future performance of TARGET MANAGED, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may.
TARGET MANAGED Fund Summary
TARGET MANAGED competes with T ROWE, AB BOND, Lord Abbett, ABBEY CAPITAL, and VANGUARD INFLATION-PROTEC. 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 .Specialization | null, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US9032878293 |
| Business Address | Usaa Mutual Funds |
| Mutual Fund Family | USAA |
| Mutual Fund Category | Tactical Allocation |
| Benchmark | Dow Jones Industrial |
| Phone | 800 235 8396 |
| Currency | USD - US Dollar |
Financial Ratios Relationships
Comparative market metrics assess TARGET MANAGED's pricing relative to peers. Comparative ratio analysis across TARGET MANAGED's competitive landscape reveals how its fundamental profile stacks up against industry benchmarks. More Info.Target Managed Allocation ranks first in annual yield among similar funds. It also ranks first in year to date return among similar funds creating about 28.28 of Year To Date Return per Annual Yield. Valuation multiples such as P/E, P/B, and P/S compare TARGET MANAGED to peer earnings performance.Financial Metrics, Fundamentals & Methodology
Long-horizon stability for TARGET MANAGED depends on exposure durability and fee structure. Expense ratio and turnover can influence net-of-fee outcomes over time.
Target Managed Allocation ranks first in net asset among similar funds. Total Asset Under Management (AUM) of Tactical Allocation category is currently estimated at about 34.62 Billion. TARGET MANAGED claims roughly 461.1 Million in net asset contributing just under 2% to funds listed under Tactical Allocation category.
Unless otherwise specified, data for Target Managed Allocation is compiled from fund disclosures and market reference feeds and standardized for comparability. Updates may occur throughout the day. Income statement, balance sheet, and cash-flow values follow GAAP or IFRS conventions as reported.