Which Funds Can UTMAX Replace?

Victory Target Managed Allocation Fund Fund Opportunity uses the published comparison universe. Data as of 2026-10-02.

Funds UTMAX Can Replace

11 funds

FSI > 80 out of 1,732 similar funds

Competing Fund AUM

$2.51B

Assets in funds UTMAX can compete with and replace

Outperformance Rank

#1,334

Rank among 1,732 similar funds

Who Holds Credible Replacements?

14 firms

20,367 connected advisors

Opportunity analysis

UTMAX can replace 11 funds with FSI above 80 out of 1,732 similar funds, representing $2.51B in competing fund AUM. Its outperformance rank is #1,334 among those similar funds. 14 13F firms and 20,367 advisors are connected to credible replacements. The AUM-weighted historical probability of positive Information Ratio is 11.6%.

Fund details

Vehicle
Mutual fund
Issuer
nan
Focus
—
Net expense ratio
0.70%
Assets under management
$225.9M

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