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URTNX vs VITWX

Both URTNX and VITWX are mutual funds. URTNX has a lower 5-year return than VITWX (5.15% vs 9.42%). Below is the comparison between URTNX and VITWX.

URTNX VITWX
Security Type ETF ETF
Segment U.S. Balanced: Target-Date 2020 U.S. Balanced: Target-Date 2020
Family Victory Capital Vanguard
Net Assets N/A $28.12B
Expense Ratio N/A 0.00%
Management Style active active
Dividend Yield N/A 1.64%
Minimum Investment $3,000.00 $100,000,000.00
YTD Return 6.15% 3.05%
1-Year Return 2.53% 1.92%
3-Year Return 5.32% 9.52%
5-Year Return 5.15% 9.42%
10-Year Return 5.39% N/A

URTNX description

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URTNX performance & returns

YTD Return 6.15%
1-Month Return 1.94%
3-Month Return 2.53%
1-Year Return 2.53%
3-Year Return 5.32%
5-Year Return 5.15%
10-Year Return 5.39%
URTNX expense ratio is N/A.

URTNX holdings

Top 10 Holdings (83.53% of Total Assets)

Name Symbol % Assets
USAA Government Securities Institutional UIGSX 26.80%
USAA Short-Term Bond Institutional UISBX 15.19%
USAA Income Institutional UIINX 11.81%
USAA Global Managed Volatility Instl UGOFX 9.19%
USAA Target Managed Allocation UTMAX 5.51%
USAA High Income Institutional UIHIX 3.88%
Victory Market Neutral Income I CBHIX 3.76%
VictoryShares USAA Core Shrt-Trm Bd ETF USTB 2.82%
Victory RS International R6 RSIRX 2.41%
VictoryShares USAA MSCI Intl Vl Mntm ETF UIVM 2.16%

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VITWX description

The Fund seeks to provide capital appreciation and current income consistent with its current asset allocation. The Fund invests in other Vanguard mutual funds according to an asset allocation strategy designed for investors planning to retire and leave the workforce in or within a few years of 2020.

VITWX performance & returns

YTD Return 3.05%
1-Month Return 2.31%
3-Month Return 1.92%
1-Year Return 1.92%
3-Year Return 9.52%
5-Year Return 9.42%
10-Year Return N/A
VITWX expense ratio is N/A.

VITWX holdings

Top 10 Holdings (100.00% of Total Assets)

Name Symbol % Assets
Vanguard Total Bond Market II Idx Inv VTBIX 29.21%
Vanguard Total Stock Market Idx I VITSX 28.78%
Vanguard Total Intl Stock Index Inv VGTSX 19.55%
Vanguard Total Intl Bd Idx Admiralâ„¢ VTABX 12.66%
Vanguard Shrt-Term Infl-Prot Sec Idx Adm VTAPX 8.30%
Cmt Market Liquidity Rate N/A 1.50%

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