3 / 5 Stars
2 2 2 5 4
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#14 in Target Date 2036-2040
U.S. News evaluated 45 Target Date 2036-2040 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 11.06 percent over the past year, and 8.59 percent over the past three years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||6.1%|
|3 Years (Annualized)||8.6%|
|5 Years (Annualized)||N/A|
|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 of approximately 73.3% equity and 26.7% fixed income. It reserves the right to change its target date asset allocation as well as the lifestyle transition path at any time. At its target date, the fund's asset allocation will consist of approximately 30% equity and 70% fixed income. Its target asset allocation will not change after the target date has been reached.
Fees are Average compared to funds in the same category.
USAA Target Retirement 2040 Fund has an expense ratio of 0.04 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.