Skip to Content

USAA Income Institutional UIINX

Analyst rating as of
NAV / 1-Day Return
11.32  /  0.35 %
Total Assets
4.9 Bil
Adj. Expense Ratio
0.410%
Expense Ratio
0.400%
Distribution Fee Level
Below Average
Share Class Type
Institutional
Category
Intermediate Core-Plus Bond
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
3.21%
Effective Duration
5.79 years

Morningstar’s Analysis UIINX

Will UIINX outperform in future?

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

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

Summary

|

USAA Income’s industry-standard approach and elevated credit risk relative to peers, in light of its leaner analyst resources, result in a Morningstar Analyst Rating of Neutral across all share classes.

Unlock our full analysis with Morningstar Investor