Finny logo
Dibs:
Dibs:
0

ARTCX vs URINX

Both ARTCX and URINX are mutual funds. ARTCX has a lower 5-year return than URINX (3.35% vs 6.63%). Below is the comparison between ARTCX and URINX.

ARTCX URINX
Security Type Mutual fund Mutual fund
Segment U.S. Balanced: Target-Date Retirement U.S. Balanced: Target-Date Retirement
Family Allianz Global Investors Victory Capital
Net Assets N/A $828.20M
Expense Ratio N/A 0.06%
Management Style active active
Dividend Yield N/A 2.44%
Minimum Investment $1,000.00 $3,000.00
YTD Return -0.85% 5.21%
1-Year Return 5.42% 3.35%
3-Year Return 2.20% 7.51%
5-Year Return 3.35% 6.63%
10-Year Return N/A 5.21%

ARTCX description

null

ARTCX performance & returns

YTD Return -0.85%
1-Month Return 1.61%
3-Month Return 5.42%
1-Year Return 5.42%
3-Year Return 2.20%
5-Year Return 3.35%
10-Year Return N/A
ARTCX expense ratio is N/A.

ARTCX holdings

Top 10 Holdings (69.70% of Total Assets)

Name Symbol % Assets
Us 10yr Ultra Fut Dec20 Xcbt 20201221 N/A 11.18%
Us 10yr Note (Cbt)dec20 Xcbt 20201221 N/A 10.84%
AllianzGI Short Duration High Income R6 ASHSX 9.48%
AllianzGI Prefd Secs and Inc R6 ARISX 7.01%
AllianzGI High Yield Bond Institutional AYBIX 6.83%
AllianzGI Short Term Bond Institutional ASTKX 6.04%
iShares JP Morgan USD Em Mkts Bd ETF EMB 5.22%
Future on Russell 1000 Dec20 N/A 4.88%
Euro-Btp Future Dec20 Xeur 20201208 N/A 4.57%
Future on DJ US Real Estate Dec20 N/A 3.65%

Other relevant ARTCX comparisons

You may also want to check out the following ARTCX comparisons that investors often look for on Finny

Or use Finny Compare Wizard to create a comparison you’d like to see.

URINX description

The Fund seeks capital appreciation and current income consistent with its current investment allocation. The Fund attempts to achieve its objective by investing in a diversified portfolio consisting of a current target asset allocation of approximately 30% equity and 70% fixed income.

URINX performance & returns

YTD Return 5.21%
1-Month Return 1.49%
3-Month Return 3.35%
1-Year Return 3.35%
3-Year Return 7.51%
5-Year Return 6.63%
10-Year Return 5.21%
URINX expense ratio is 0.06%.

URINX holdings

Top 10 Holdings (84.89% of Total Assets)

Name Symbol % Assets
USAA Government Securities Institutional UIGSX 26.54%
USAA Short-Term Bond Institutional UISBX 15.23%
USAA Income Institutional UIINX 12.70%
USAA Global Managed Volatility Instl UGOFX 9.45%
USAA Target Managed Allocation UTMAX 5.63%
USAA High Income Institutional UIHIX 3.95%
Victory Market Neutral Income I CBHIX 3.88%
VictoryShares USAA Core Shrt-Trm Bd ETF USTB 2.83%
Victory RS International R6 RSIRX 2.44%
VictoryShares USAA MSCI Intl Vl Mntm ETF UIVM 2.24%

Other relevant URINX comparisons

You may also want to check out the following URINX comparisons that investors often look for on Finny

Or use Finny Compare Wizard to create a comparison you’d like to see.

You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.
Follow Us