5 / 5 Stars
5 4 4 4 1
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#7 in Intermediate-Term Bond
U.S. News evaluated 278 Intermediate-Term Bond 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 2.22 percent over the past year, 6.22 percent over the past three years, 12.41 percent over the past five years, and 5.75 percent over the past decade.
|Trailing Returns||Updated 03.31.2014|
|Year to date||2.7%|
|3 Years (Annualized)||6.2%|
|5 Years (Annualized)||12.4%|
|10 Years (Annualized)||5.7%|
The investment seeks high current income without undue risk to principal. The fund normally invests at least 80% of its assets in a broad range of debt securities that have a dollar-weighted average portfolio maturity between three to 10 years. This 80% policy may be changed upon at least 60 days' written notice to shareholders.
Fees are Above Average compared to funds in the same category.
USAA Intermediate Term Bond Fund has an expense ratio of 0.65 percent.
Risk is High compared to funds in the same category according to Morningstar.