2 / 5 Stars
3 3 4 5 2
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
U.S. News evaluated 183 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 -1.77 percent over the past year, and 4.08 percent over the past three years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-0.9%|
|3 Years (Annualized)||4.1%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks a total return that exceeds the rate of inflation over an economic cycle. The fund's principal investment strategy is to invest its assets principally in a portfolio of investments that the Adviser believes will have a total return that exceeds the rate of inflation over an economic cycle. It invests in (1) inflation-linked securities, including U.S. Treasury inflation-protected securities (TIPS), non-U.S. dollar inflation-linked securities, and inflation-linked corporate and municipal securities; (2) fixed-income securities, (3) equity securities, including REITs and ETFs, (4) commodity-linked instruments. The fund is non-diversified.
Fees are Average compared to funds in the same category.
USAA Real Return Fund has an expense ratio of 0.65 percent.
Risk is Average compared to funds in the same category according to Morningstar.