4 / 5 Stars
5 4 4 4 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#49 in Conservative Allocation
U.S. News evaluated 200 Conservative 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 10.70 percent over the past year, and 9.37 percent over the past three years.
|Trailing Returns||Updated 05.31.2013|
|Year to date||0.2%|
|3 Years (Annualized)||9.4%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks to maximize total return, consisting primarily of capital appreciation. The fund invests primarily in U.S. and/or foreign (to include emerging markets) equity securities and fixed-income securities through investments in shares of other investment companies, including exchange-traded funds (ETFs) and real estate securities, including real estate investment trusts (REITs). Consistent with its investment strategy, it may at times invest directly in U.S. and/or foreign equity securities and fixed-income securities as well as futures contracts and hedge funds. The fund is non-diversified.
Fees are High compared to funds in the same category.
USAA Managed Allocation Fund has an expense ratio of 0.74 percent.
Risk is High compared to funds in the same category according to Morningstar.