C
Victory Target Retirement 2030 Fund URTRX
NASDAQ
Recommendation
NAV
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Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
500
Minimum Subsequent Investment
50
Front End Fee
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Systematic Withdrawal Plan, Automatic Investment Plan, Qualified Investment, Phone Exchange, Wire Redemption
Top Holdings
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Performance
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Company Information
Provider
Victory Capital
Manager/Tenure
(Years)
Lance Humphrey (7), Mannik S. Dhillon (6), Lela Dunlap (3)
Address
Victory Capital Management Inc.
San Antonio TX - 78256
Country
United States
Phone Number
210-694-9700
Investment Strategy
The investment seeks capital appreciation and current income consistent with its current investment allocation. The fund's target asset allocation will consist of approximately 35% of the fund's net assets allocated to equity investments; and approximately 65% of the fund's 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 fund's Board of Trustees (Board).