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Analyst rating as of
NAV / 1-Day Return
13.59  /  0.22 %
Total Assets
7.6 Bil
Adj. Expense Ratio
0.500%
Expense Ratio
0.500%
Fee Level
Below Average
Longest Manager Tenure
9.26 years
Category
Intermediate Core-Plus Bond
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Min. Initial Investment
3,000
Status
Open
TTM Yield
2.80%
Effective Duration
6.19 years
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Morningstar’s Analysis

Will USAIX outperform in future?

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

A corporate-credit heavy core-plus offering.

Summary

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USAA Income employs a straightforward approach, applied by an experienced team that's lean in parts, resulting in a Morningstar Analyst Rating of Neutral for its cheapest shares. Its priciest share class is rated Negative.

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