Morningstar

Victory Target Retirement 2060 Fund URSIX

Morningstar Medalist Rating
Medalist Rating as of | See Victory Capital Investment Hub
  • NAV / 1-Day Return 17.86  /  +0.22 %
  • Total Assets 197.1M
  • Adj. Expense Ratio
    0.650%
  • Expense Ratio 0.100%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Target-Date 2060
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High/Moderate
  • Status Open
  • TTM Yield 1.68%
  • Turnover 12%

USD | NAV as of Jul 16, 2026 | 1-Day Return as of Jul 16, 2026, 12:11 AM GMT+0

Morningstar’s Analysis URSIX

Will URSIX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable URSIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the URSIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of URSIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Victory Target Retirement 2060 holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings URSIX

More URSIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 66.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Victory 500 Index Reward

9.21 16M
—

Victory RS International R6

9.16 16M
—

Victory Global Managed Volatility Instl

8.42 15M
—

VictoryShares WestEnd U.S. Sector ETF

6.24 11M
—

Victory Nasdaq 100 Index R6

5.84 10M
—

VictoryShares International Val MomtETF

5.83 10M
—

Victory Trivalent Intl Fd-Core Eq R6

5.75 10M
—

Victory Target Managed Allocation

5.55 10M
—

VictoryShares US Value Momentum ETF

5.10 9M
—

VictoryShares Free Cash Flow ETF

4.97 9M
—

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