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USAA Tax Exempt Intermediate-Term USATX

Analyst rating as of
NAV / 1-Day Return
13.84  /  0.02 %
Total Assets
5.2 Bil
Adj. Expense Ratio
0.480%
Expense Ratio
0.480%
Fee Level
Below Average
Longest Manager Tenure
18.38 years
Category
Muni National Interm
Credit Quality / Interest Rate Sensitivity
Medium / Limited
Min. Initial Investment
3,000
Status
Open
TTM Yield
2.46%
Effective Duration
4.48 years
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Morningstar’s Analysis

Will USATX outperform in future?

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

Consistent in its straightforward, income-oriented approach.

Summary

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USAA Tax Exempt Intermediate-Term employs a patient, straightforward approach, but its emphasis on income can bring elevated credit risk, and its lean team has seen churn. It earns a Morningstar Analyst Rating of Neutral for all rated share classes.

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