Victory Target Managed Allocation FundUTMAX
Type
Mutual fund
Peer group
Global equity
Net assets
$225.9M
Expense ratio
0.68%
1-year return
+18.8%
3 years, a year
+15.6%
5 years, a year
+8.3%
Holdings
305
What it aims to do.
The Victory Target Managed Allocation Fund (the Fund) seeks to maximize total return primarily through capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| iShares Core MSCI Emerging Markets ETF | 4.69% |
| VanEck Gold Miners ETF | 3.67% |
| NVDA Nvidia Corporation | 2.93% |
| AAPL Apple Inc. | 2.69% |
| MSFT Microsoft Corporation | 1.83% |
| AMZN Amazon.Com, Inc. | 1.35% |
| RY Banque Royale Du Canada | 1.29% |
| GOOGL Alphabet Inc. | 1.16% |
| GOOG Alphabet Inc. | 1.10% |
| META Meta Platforms, Inc. | 1.02% |
More on UTMAX.
- UTMAX overview
- UTMAX holdings
- UTMAX risk
- UTMAX costs
- UTMAX money in and out
- UTMAX share classes
- Compare UTMAX with other funds
Returns after fees, from the fund's SEC filings up to Feb 2026. Past returns are not a promise. Not financial advice.