Target Retirement is trading at 15.20 as of the 19th of July 2025; that is 0.2 percent decrease since the beginning of the trading day. The fund's open price was 15.23. Target Retirement has less than a 13 % chance of experiencing some financial distress in the next two years of operation and had a strong performance during the last 90 days. The performance scores are derived for the period starting the 20th of April 2025 and ending today, the 19th of July 2025. Click here to learn more.
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. Its target asset allocation will not change after the target date has been reached unless approved by the funds Board of Trustees .. More on Target Retirement 2060
Target Retirement 2060 [URSIX] is traded in USA and was established 19th of July 2025. Target Retirement is listed under Victory Capital category by Fama And French industry classification. The fund is listed under Target-Date 2060+ category and is part of Victory Capital family. This fund at this time has accumulated 122.82 M in net assets with minimum initial investment of 500. Target Retirement 2060 is currently producing year-to-date (YTD) return of 9.43% with the current yeild of 0.02%, while the total return for the last 3 years was 14.64%.
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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 2060 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 2060 Mutual Fund Constituents
Other Information on Investing in Target Mutual Fund
Target Retirement 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 Retirement security.
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