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.
Will UITBX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable UITBX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the UITBX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of UITBX’s parent organization’s priorities and whether they’re in line with investors’ interests.