3 / 5 Stars
3 2 2 5 5
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#9 in Target Date 2036-2040
U.S. News evaluated 49 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 17.87 percent over the past year, 9.65 percent over the past three years, and 13.88 percent over the past five years.
|Trailing Returns||Updated 10.31.2013|
|Year to date||14.3%|
|3 Years (Annualized)||9.7%|
|5 Years (Annualized)||13.9%|
|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. 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 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.