4 / 5 Stars
4 2 3 4 2
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#15 in Tactical Allocation
U.S. News evaluated 85 Tactical 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 4.50 percent over the past year, and 6.85 percent over the past three years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||0.7%|
|3 Years (Annualized)||6.9%|
|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.
Fees are Low compared to funds in the same category.
USAA Managed Allocation Fund has an expense ratio of 0.74 percent.
Risk is Average compared to funds in the same category according to Morningstar.