4 / 5 Stars
4 4 5 4 2
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#4 in Retirement Income
U.S. News evaluated 60 Retirement Income 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 5.63 percent over the past year, 5.44 percent over the past three years, and 12.37 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.3%|
|3 Years (Annualized)||5.4%|
|5 Years (Annualized)||12.4%|
|10 Years (Annualized)||N/A|
The investment seeks capital appreciation and current income consistent with its current investment allocation. The fund invests in a selection of USAA mutual funds (underlying USAA Funds) in a manner consistent with its current asset allocation as depicted in the lifestyle transition path. Its target asset allocation of approximately 30% equity/alternative, 60% fixed income, and 10% cash and ultra short will not change unless it receives approval from the fund's Board of Trustees as it has been reached its target date.
Fees are Average compared to funds in the same category.
USAA Target Retirement Income Fund has an expense ratio of 0.06 percent.
Risk is Average compared to funds in the same category according to Morningstar.