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Logo for Fund Target Enrollment 2038/2039 Investment Option

Target Enrollment 2038/2039 Investment Option (UTAMX)

NASDAQ Currency in USD
$449.00
+$1.15
+0.26%
Last Update: 18 Jul 2026, 04:22
Assets Under Management
Expense Ratio
Forward Dividend Yield
$323.06-$569.86
52 Week Range

UTAMX Price Chart

Explore Target Enrollment 2038/2039 Investment Option interactive price chart. Choose custom timeframes to analyze UTAMX price movements and trends.

UTAMX Fund Profile

Key details and information about Target Enrollment 2038/2039 Investment Option (UTAMX).

Sector Focus

Financial Services

Industry

Asset Management

Inception Date

22 Jul 2021

Country

US

Description

Target-enrollment date portfolio for 529 college savings plan participants targeting beneficiary enrollment around 2038–2039. Invests across domestic and international stocks and bonds, gradually shifting to a more conservative allocation as the target date approaches. Underlying investments typically include Vanguard Total Stock Market, Total International Stock, Total Bond Market II, and Total International Bond Index Funds.

UTAMX Fund Performance

View UTAMX with an interactive analytics dashboard featuring price and candlestick charts, key metrics, holdings breakdowns, and dividend yield history. Open the template in Insights to customize and save it.

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