USAA Tax Ex Sht-Tm;Fund (USSTX.O)

At A Glance

You hold USSTX.O in 0 portfolios

Net Asset Value

10.71USD

0.00 0.00%

10/30/2014

Category
Short/Intermediate Tax-Exempt
YTD Return (Cumulative)
 1.47%
Classification
Short Muni Debt
5 Year Return (Annualized)
 2.70%
Manager Benchmark
Lipper Sh Muni Dbt Fd IX
Lipper Leader Profile (Overall)
 
 
 
 
 

Growth of $10,000 over 10 years »

 USSTX.O

The Growth of $10,000 chart includes reinvestment of dividends and capital gains, but does not reflect the effect of any applicable sales or redemption charges which would lower these figures.

Fund Profile

Fund FamilyUSAA Group
Inception Date03/19/1982
Portfolio Turnover14%
Dividend Yield--
Fund ManagerShafer/Olijslager
Manager Tenure2003
USAA Asset Management Company
9800 Fredericksburg Rd
San Antonio, TX 78288-0227

Fees, Expenses, & Minimums

Load TypeNo load
Total Expense Ratio0.55%
Max 12b-1 Fee Ratio--
Early Redemption Fee--
Initial Investment$3,000
Subsequent Investments$50
Initial IRA Investments--
Subsequent IRA Investments--

Investment Strategy

The Fund seeks to provide investors with interest income that is exempt from federal income tax. The Fund invests in investment grade securities, the interest from which is exempt from federal income tax. The Fund invests at least 80% of its net assets in tax-exempt securities with average maturity of three years or more.

Overall Lipper Leaders Ratings & Fund Profile »

Similar
Rating/
Category
Total Return
 
85
Consistent Return
 
85
Capital Preservation
 
5006
Low Expense
 
34
Tax Efficiency (U.S. only)
 
85

About the ratings...

Total Return reflects the fund's historical total return performance relative to its peers. Consistent Return reflects the funds's historical risk-adjusted returns relative to its peers. The Capital Preservation is relative, rather that absolute...More »

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