USAA Real Return Fund

Scorecard
3 / 5 Stars
Lipper
3 3 4 5 2
Zacks Investment Research
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Standard & Poor's
5 / 5 Stars
TheStreet.com
D- (Sell)

U.S. News evaluated 120 World 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 10.67 percent over the past year, and 5.51 percent over the past three years.

Trailing Returns Updated 06.30.2014
Year to date 7.3%
1 Year 10.7%
3 Years (Annualized) 5.5%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks a total return that exceeds the rate of inflation over an economic cycle. The fund's principal investment strategy is to invest its assets principally in a portfolio of investments that the Adviser believes will have a total return that exceeds the rate of inflation over an economic cycle. It invests in (1) inflation-linked securities, including U.S. Treasury inflation-protected securities (TIPS), non-U.S. dollar inflation-linked securities, and inflation-linked corporate and municipal securities; (2) fixed-income securities, (3) equity securities, including REITs and ETFs, (4) commodity-linked instruments. The fund is non-diversified.

Fees

Fees are Low compared to funds in the same category.
USAA Real Return Fund has an expense ratio of 0.65 percent.

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Risk

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

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