Advertisement
Skip to Content
Morningstar

USAA Income USAIX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 11.58  /  0.61 %
  • Total Assets 5.0 Bil
  • Adj. Expense Ratio
    0.460%
  • Expense Ratio 0.460%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Intermediate Core-Plus Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Min. Initial Investment 3,000
  • Status Open
  • TTM Yield 3.49%
  • Effective Duration 5.87 years

USD | NAV as of Feb 02, 2023 | 1-Day Return as of Feb 02, 2023, 12:35 AM GMT+00:00

Morningstar’s Analysis USAIX

Will USAIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable USAIX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the USAIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of USAIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Portfolio Manager Julianne Bass Departs Victory Capital; No Change to Ratings

Analyst

Analyst Note

|

Unlock our full analysis with Morningstar Investor