TARGET Mutual Fund Quote

URFFX
 Fund
  

USD 12.45  0.07  0.57%   

Market Performance
0 of 100
Odds Of Distress
Less than 2
TARGET RETIREMENT is trading at 12.45 as of the 9th of December 2022; that is 0.57 percent up since the beginning of the trading day. The fund's open price was 12.38. TARGET RETIREMENT has a very small chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. Equity ratings for TARGET RETIREMENT 2050 are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of November 2022 and ending today, the 9th of December 2022. Click here to learn more.
CUSIP
903288728
ISIN
US9032887286
Fiscal Year End
December
The funds target asset allocation will consist of approximately 35 percent of the funds net assets allocated to equity investments and approximately 65 percent of the funds net assets allocated to fixed-income investments. Usaa Target is traded on NASDAQ Exchange in the United States.. More on TARGET RETIREMENT 2050

Moving together with TARGET RETIREMENT

+0.92PFEPfizer Inc Aggressive PushPairCorr

TARGET RETIREMENT Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. TARGET RETIREMENT's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding TARGET RETIREMENT or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
TARGET RETIREMENT is unlikely to experience financial distress in the next 2 years
The fund keeps 94.11% of its net assets in stocks
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of TARGET RETIREMENT's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Strong HoldFairly Valued
Beta In Three Year1.34
Startdate7th of June 2018
TARGET RETIREMENT 2050 [URFFX] is traded in USA and was established 9th of December 2022. The fund is listed under Target-Date 2050 category and is part of Victory Capital family. TARGET RETIREMENT 2050 at this time has accumulated 986.35 M in net assets with minimum initial investment of 500. , while the total return for the last 3 years was 2.99%.
Check TARGET RETIREMENT 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 RETIREMENT 2050 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 RETIREMENT 2050 Mutual Fund Constituents

TARGET RETIREMENT Target Price Odds Analysis

Based on a normal probability distribution, the odds of TARGET RETIREMENT jumping above the current price in 90 days from now is about 10.47%. The TARGET RETIREMENT 2050 probability density function shows the probability of TARGET RETIREMENT mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon TARGET RETIREMENT has a beta of 0.9051. This usually implies TARGET RETIREMENT 2050 market returns are sensitive to returns on the market. As the market goes up or down, TARGET RETIREMENT is expected to follow. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. TARGET RETIREMENT 2050 is significantly underperforming NYSE Composite.
  Odds Below 12.45HorizonTargetOdds Above 12.45
89.39%90 days
 12.45 
10.47%
Based on a normal probability distribution, the odds of TARGET RETIREMENT to move above the current price in 90 days from now is about 10.47 (This TARGET RETIREMENT 2050 probability density function shows the probability of TARGET Mutual Fund to fall within a particular range of prices over 90 days) .

TARGET RETIREMENT 2050 Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. TARGET RETIREMENT market risk premium is the additional return an investor will receive from holding TARGET RETIREMENT long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in TARGET RETIREMENT. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although TARGET RETIREMENT's alpha and beta are two of the key measurements used to evaluate TARGET RETIREMENT's performance over the market, the standard measures of volatility play an important role as well.

TARGET RETIREMENT Against Markets

Picking the right benchmark for TARGET RETIREMENT mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in TARGET RETIREMENT mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for TARGET RETIREMENT is critical whether you are bullish or bearish towards TARGET RETIREMENT 2050 at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in TARGET RETIREMENT without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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Invested in TARGET RETIREMENT 2050?

The danger of trading TARGET RETIREMENT 2050 is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of TARGET RETIREMENT is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than TARGET RETIREMENT. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile TARGET RETIREMENT 2050 is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Also, please take a look at World Market Map. Note that the TARGET RETIREMENT 2050 information on this page should be used as a complementary analysis to other TARGET RETIREMENT's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Bond Analysis module to evaluate and analyze corporate bonds as a potential investment for your portfolios..

Complementary Tools for TARGET Mutual Fund analysis

When running TARGET RETIREMENT 2050 price analysis, check to measure TARGET RETIREMENT's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy TARGET RETIREMENT is operating at the current time. Most of TARGET RETIREMENT's value examination focuses on studying past and present price action to predict the probability of TARGET RETIREMENT's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move TARGET RETIREMENT's price. Additionally, you may evaluate how the addition of TARGET RETIREMENT to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between TARGET RETIREMENT's value and its price as these two are different measures arrived at by different means. Investors typically determine TARGET RETIREMENT value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, TARGET RETIREMENT's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.