URSIX : USAA Target Retirement 2060 Fund

URSIX is a Allocation Market Target-Date with LOW fees.

URSIX

USAA Target Retirement 2060 Fund

FI Score

63 /100

Expense Ratio Rating

9 /10

Expense Rating

9 /10

Market Score

3 /10

Category Score

5 /10

Market Size

3 /10

63% FI Score
  • ursix
  • Mutual Fund
  • Allocation
  • Target-Date

USAA Target Retirement 2060 Fund

Expenses: 0.10% (Better than 1% of similar funds)

This is an OK choice for a Target-Date Allocation fund. See why ยป

Fund Summary

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).

Largest Holdings

Amount Holding
26.03% USAA Global Managed Volatility Instl
13.55% USAA Target Managed Allocation
8.27% USAA Government Securities Institutional
6.68% VictoryShares USAA MSCI USA Vl Mntm ETF
4.59% VictoryShares USAA MSCI Intl Vl Mntm ETF
4.30% Victory RS International R6
3.99% USAA Growth Institutional
3.75% Victory Integrity Mid-Cap Value R6
3.46% VictoryShares Dividend Accelerator ETF
3.27% USAA Income Institutional
3.06% Victory Trivalent Intl Fd-Core Eq R6
2.83% USAA Income Stock Institutional
2.80% VictoryShares US 500 Volatility Wtd ETF
2.78% VictoryShares US Mult-Fctr Mnmm Vltl ETF
2.16% VictoryShares USAA MSCI EM Vl Mntm ETF
2.09% VictoryShares International Vol Wtd ETF
1.83% USAA Small Cap Stock Institutional
1.55% VictoryShares USAA MSCI USA Sm Cp VM ETF
1.08% VictoryShares Intl Hi Div Vol Wtd ETF
0.98% VictoryShares Emerging Mkt Vol Wtd ETF
0.41% VictoryShares US SmCp Hi Div Vol Wtd ETF
0.27% USAA Precious Metals and Minerals Instl

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