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URTRX USAA Target Retirement 2030

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Fund URTRX USAA Target Retirement 2030 MLTKX MFS Lifetime 2030 R6 TRRWX T. Rowe Price Target 2030  
100% 98% 99%
Annual Fees
(0.81% Exp. Ratio)
(0.50% Exp. Ratio)
(0.70% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.87% annual return
$24,466.12 $26,867.10 $25,293.32
Est. savings over 30 yrs +$2,400.98 +$827.20
As of 10/31/16
1 YR RETURN 4.05%
3 YR 3.06%
5 YR 6.35%
10 YR --
1 YR RETURN 4.48%
3 YR 4.36%
5 YR 8.68%
10 YR 5.08%
1 YR RETURN 4.08%
3 YR 4.63%
5 YR --
10 YR --
The investment seeks capital appreciation and current income consistent with its current investment allocation. The fund invests in a selection of USAA mutual funds (underlying USAA Funds) in a manner consistent with its current asset allocation. It is currently anticipated that at its target date, the fund's target asset allocation will consist of approximately 30% of the fund's net assets allocated to equity investments; approximately 60% of the fund's net assets allocated to fixed-income investments; and approximately 10% of the fund's net assets allocated to cash and ultra short investments.
The investment seeks a high level of total return consistent with its asset allocation until the approximate retirement year in 2030; thereafter, the fund will seek total return through a combination of current income and capital appreciation. The fund is designed to provide diversification among different asset classes for investors with the approximate retirement year in 2030. It invests substantially all of its assets in other MFS mutual funds, referred to as underlying funds.
The investment seeks the highest total return over time consistent with an emphasis on both capital growth and income. The fund pursues its objective by investing in a diversified portfolio of other T. Rowe Price stock and bond funds that represent various asset classes and sectors. It is managed based on the specific retirement year (target date 2030) included in its name and assumes a retirement age of 65. The target date refers to the approximate year an investor in the fund would plan to retire and likely stop making new investments in the fund.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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