USAA Managed Allocation Fund

Class Other (UMAFX)
Scorecard
3 / 5 Stars
Lipper
3 3 3 4 2
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C (Hold)

#16 in Tactical Allocation

U.S. News evaluated 98 Tactical Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 12.58 percent over the past year, and 7.10 percent over the past three years.

Trailing Returns Updated 06.30.2014
Year to date 4.8%
1 Year 12.6%
3 Years (Annualized) 7.1%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

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

Fees are Low compared to funds in the same category.
USAA Managed Allocation Fund has an expense ratio of 0.74 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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