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USAA Intermediate-Term Bond Class A UITBX

Analyst rating as of
NAV / 1-Day Return
11.18  /  0.18 %
Total Assets
3.8 Bil
Adj. Expense Ratio
0.850%
Expense Ratio
0.850%
Fee Level
Above Average
Longest Manager Tenure
13.73 years
Category
US Fund Intermediate Core-Plus Bond
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Min. Initial Investment
2,500
Status
Open
TTM Yield
2.88%
Effective Duration
5.56 years
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Morningstar’s Analysis

Will UITBX outperform in future?

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

A recent acquisition prompts enhancements.

Summary

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USAA Intermediate-Term Bond is guided by a simple yet sensible approach, but recent personnel changes coupled with a recent acquisition result in an overall Morningstar Analyst Rating of Neutral across all share classes.

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