USAA Target Retirement 2020 Fund

Class No Load (URTNX)
Scorecard
3 / 5 Stars
Lipper
2 2 4 5 2
Zacks Investment Research
4 (Sell)
Standard & Poor's
4 / 5 Stars
TheStreet.com
C- (Hold)

#14 in Target Date 2016-2020

U.S. News evaluated 52 Target Date 2016-2020 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 7.57 percent over the past year, 6.36 percent over the past three years, and 13.65 percent over the past five years.

Trailing Returns Updated 03.31.2014
Year to date 1.5%
1 Year 7.6%
3 Years (Annualized) 6.4%
5 Years (Annualized) 13.6%
10 Years (Annualized) N/A

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Summary

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. It reserves the right to change its target date asset allocation as well as the lifestyle transition path at any time. However, at its target date, the fund's asset allocation will consist of approximately 30% equity/alternative, 60% fixed income, and 10% cash and ultra short.

Fees

Fees are Low compared to funds in the same category.
USAA Target Retirement 2020 Fund has an expense ratio of 0.04 percent.

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Risk

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

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