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USAA Tax Exempt Intermediate-Term USATX

Analyst rating as of

Morningstar’s Analysis

Will USATX outperform in future?

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

A straightforward, income-oriented approach to intermediate-term munis.

Summary

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USAA Tax Exempt Intermediate-Term team’s process is straightforward, but it does not give this strategy an edge over its muni national intermediate peers. Meanwhile, its income-oriented approach can bring elevated credit risk to the portfolio. It earns a Morningstar Analyst Rating of Neutral for all rated share classes.

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