Sign up to create alerts for Instruments,
Economic Events and content by followed authors
Free Sign Up Already have an account? Sign In
Quotes
All Instrument Types
- All Instrument Types
- Indices
- Equities
- ETFs
- Funds
- Commodities
- Currencies
- Crypto
- Bonds
- Certificates
Please try another search
🍎 🍕 Less apples, more pizza 🤔 Have you seen Buffett’s portfolio recently?
Explore for Free
13.08
+0.04
+0.31%
22/11 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 1.25B
USAA Target Retirement 2030
13.08
+0.04
+0.31%
- Overview
- Profile
- Historical Data
- Holdings
Victory Target Retirement 2030 Fund Overview
On this page you'll find an in-depth profile of Victory Target Retirement 2030 Fund. Learn about the key management, total assets, investment strategy and contact information of URTRX among other information.
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).
Contact Information
Address
15935 La Cantera Parkway, Building Two
San Antonio,TX 78256
United States
San Antonio,TX 78256
United States
Phone
210-694-9700
Web
www.vcm.com
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Lela Dunlap | - | 2021 | Now |
| Biography | Lela Dunlap, CFA, Associate Portfolio Manager, VictoryShares and Solutions, has co-managed the Fund since August 2021. Mrs. Dunlap has 14 years of investment management experience, five years of which were with AMCO, which was acquired by the Adviser’s parent company in 2019. She holds the CFA designation and is a member of the CFA Society of San Antonio. | ||
| Mannik S. Dhillon | President | 2019 | Now |
| Biography | Mannik S. Dhillon serves as President of VictoryShares and Solutions for Victory Capital. In his role, he leads and oversees the firms' exchange-traded and solutions business. He is also responsible for setting the strategy and initiating the development and implementation of Victory's strategic beta-based offerings. Additionally, he manages the solutions provided by our investment franchises, which includes product enhancements, extensions and innovations designed to best meet the needs of clients. Mr. Dhillon also contributes to the evaluation of capabilities of potential new franchises as part of the firm's acquisition strategy. | ||
| Lance Humphrey | Executive Director | 2018 | Now |
| Biography | Lance Humphrey is a Portfolio Manager for VictoryShares and Solutions. Mr. Humphrey has 10 years of investment experience, nine of which were with AMCO, which Victory Capital acquired in 2019. Lance Humphrey, CFA, is Executive Director of Global Multi Asset Portfolios at USAA Asset Management Company. Mr. Humphrey has started to engaged in investment since 2006. He holds a B.A. of Finance from Texas State University. He holds the CFA designation and is a member of the CFA Society of San Antonio. | ||
| Wasif A. Latif | Vice President | 2008 | 2021 |
| Biography | Wasif A. Latif, Head of Investments, VictoryShares and Solutions, has co-managed the Fund since July 2019. He is Head of Global Multi-Assets for USAA Asset Management Company and he has worked for the firm since June 2006. Prior to joining USAA Asset Management Company, he was an equity portfolio manager at Deutsche Bank Private Wealth Management (DB PWM) from December 1998 to May 2006, where he was responsible for managing two fund-of-fund products and an international equity fund. Latif was also a member of DB PWM's U.S. Investment Committee responsible for covering the international equity and emerging markets asset classes. Mr. Latif holds a B.S. in finance from University of Indianapolis and a M.B.A. from University of Illinois at Chicago. | ||
| Brian Herscovici | - | 2016 | 2018 |
| Biography | Brian Herscovici, CFA, Executive Director of Global Multi-Assets Portfolios, has co-managed the Fund since October 2016. Prior to joining USAA in 2016, Mr. Herscovici spent nine years as a Portfolio Manager for General Motors Asset Management. He was responsible for over $20 billion in Global Equity through direct portfolio management as well as external oversight of long and long/short strategies. He also was a member of the Asset Allocation Committee responsible for strategic and tactical decision making. Education: B.S., finance, Boston University. He holds the Chartered Financial Analyst (CFA) designation. | ||
| John P. Toohey | Vice President | 2009 | 2017 |
| Biography | Toohey is vice president of Equity Investments, joined USAA Asset Management Company in February 2009. Prior to joining USAA, Toohey was a managing director at AIG Investments, where he was responsible for the investments supporting AIG's pension plans worldwide. He was also co-portfolio manager for four lifestyle and asset allocation funds, oversaw the equity index fund business, and served as a senior member of the external client asset allocation team. Education: B.A., Mathematics, Williams College. He holds the Chartered Financial Analyst (CFA) designation. | ||
| Ronald Sweet | - | 2008 | 2009 |
| Biography | Sweet has 21 years of investment management experience and has worked for IMCO for 21 years. He holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society of San Antonio. | ||
Write your thoughts about Victory Target Retirement 2030 Fund
Are you sure you want to delete this chart?
Delete Cancel
Replace the attached chart with a new chart ?
Replace Cancel
Comment Guidelines
Add Chart to Comment
Confirm Block
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
Report this comment
I feel that this comment is:
Comment flagged
Thank You!
Your report has been sent to our moderators for review