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USAA Intermediate-Term Bond Instl UIITX

Analyst rating as of
NAV / 1-Day Return
9.12  /  0.34 %
Total Assets
3.0 Bil
Adj. Expense Ratio
0.580%
Expense Ratio
0.580%
Distribution Fee Level
Above 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
2.87%
Effective Duration
5.57 years

Morningstar’s Analysis UIITX

Will UIITX 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

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USAA Intermediate-Term Bond’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 for its cheapest shares. Its priciest share class is rated Negative.

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