2 / 5 Stars
1 2 3 4 5
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#69 in Aggressive Allocation
U.S. News evaluated 124 Aggressive Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 8.92 percent over the past year, 4.75 percent over the past three years, and -0.09 percent over the past five years.
|Trailing Returns||Updated 05.31.2013|
|Year to date||-0.4%|
|3 Years (Annualized)||4.8%|
|5 Years (Annualized)||-0.1%|
|10 Years (Annualized)||N/A|
The investment seeks capital appreciation through the use of a dynamic allocation strategy, across stocks, bonds, and cash instruments. In seeking to achieve its objective, the fund's assets are invested pursuant to a dynamic allocation strategy, which allows the fund's investment adviser to invest at any given time a portion or substantially all of the fund's assets allocated to it in stocks or bonds, either directly or through the use of exchange-traded funds (ETFs), and/or cash equivalents, through direct investment in short-term, high-quality money market instruments or money market funds.
Fees are High compared to funds in the same category.
USAA Total Return Strategy Fund has an expense ratio of 1.31 percent.
Risk is Low compared to funds in the same category according to Morningstar.