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USAA Tax Exempt Intermediate-Term

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  1. how can a fund be termed an 'intermediate term fund' when 49.60% of its portfolio matures in 10-15 years and 13.81 in 15-20 years??

    Commentary

    Tue, 28 Feb 2012

    years, long term is greater than 10 years). However, one of the most highly rated intermediate term tax exempt bond funds ( usatx ), when you examine the portfolio, actually consists of 49.60% of bonds with a maturity from 10-15 years and 13.81

  2. USSTX USAA Tax Exempt Short-Term Fund Analysis, Report, Research, 5 Star Rating – Morningstar

    Fund Reports

    Wed, 24 Aug 2011

    had a good record at this fund and at USAA Tax Exempt Intermediate - Term USATX , was promoted in early 2010 to CIO ..... horizons may want to consider sibling USAA Tax Exempt Intermediate - Term , which is also run by the same manager

  3. USATX USAA Tax Exempt Intermediate-Term Fund Analysis, Report, Research, 5 Star Rating – Morningstar

    Fund Reports

    Mon, 22 Aug 2011

    her typical rival, but she has given the portfolio an increasingly conservative cast in recent years. USAA Tax Exempt Intermediate - Term 's income strategy requires patience. Longtime manager Regina Shafer manages this fund for investors

  4. USTEX USAA Tax Exempt Long-Term Fund Analysis, Report, Research, 5 Star Rating – Morningstar

    Fund Reports

    Mon, 26 Jul 2010

    bond fund should consider this fund. Those who are a bit more cautious may want to look at sibling USAA Tax Exempt Intermediate - Term USATX .CoreAlthough management has tempered the fund's income focus, it isn't afraid to make some relatively

  5. How to Get Into Good Funds With Limited Availability

    Headlines

    Mon, 17 May 2010

    funds they subadvise , but that doesn't apply to other USAA funds . For example , muni funds such as USAA Tax - Exempt Intermediate Term USATX are run in - house by managers who invest in their funds . The challenge with USAA is finding a fund

  6. USSTX USAA Tax Exempt Short-Term Fund Analysis, Report, Research, 5 Star Rating – Morningstar

    Fund Reports

    Tue, 2 Mar 2010

    has a good record at this fund and at USAA Tax Exempt Intermediate - Term USATX . Gladson named Regina Shafer comanager ..... horizons may want to consider sibling USAA Tax Exempt Intermediate - Term , which is also run by the same managers

  7. USTEX USAA Tax Exempt Long-Term Fund Analysis, Report, Research, 5 Star Rating – Morningstar

    Fund Reports

    Tue, 26 Jan 2010

    bond fund should consider this fund. Those who are a bit more cautious may want to look at sibling USAA Tax Exempt Intermediate - Term USATX .CoreThis fund has moderated its income-oriented approach, but management will still venture into

  8. USATX USAA Tax Exempt Intermediate-Term Fund Analysis, Report, Research, 5 Star Rating – Morningstar

    Fund Reports

    Tue, 12 Jan 2010

    his typical rival, but he has given the portfolio an increasingly conservative cast in recent years. USAA Tax Exempt Intermediate - Term shareholders should hold tight. In February and then again in July 2009, we recommended that long

  9. Terrific Bond Funds that Are Topnotch Stewards

    Headlines

    Mon, 17 Apr 2006

    risk/reward profiles in the intermediate-government category thanks to its restrained approach. USAA Tax - Exempt Intermediate - Term USATX is a muni-national intermediate-term offering that has a first-rate long-term record to go

  10. Challengers for Bond Fund Manager of the Year

    Headlines

    Mon, 27 Sep 2004

    contention in December or not, this is one manager who has stood the test of time. Clifford Gladson USAA Tax Exempt Intermediate - Term USATX The great thing about Cliff Gladson is that he's built strong records at the muni funds under his

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