Skip to Content

USAA Tax Exempt Intermediate-Term USATX

Analyst rating as of
NAV / 1-Day Return
12.44  /  0.17 %
Total Assets
3.9 Bil
Adj. Expense Ratio
Expense Ratio
0.530%
Distribution Fee Level
Average
Share Class Type
No Load
Category
Muni National Interm
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Min. Initial Investment
3,000
Status
Open
TTM Yield
2.92%
Effective Duration
5.19 years

Morningstar’s Analysis USATX

Will USATX outperform in future?

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

A straightforward, income-oriented approach to intermediate-term munis.

Summary

|

USAA Tax Exempt Intermediate-Term team’s process is straightforward, but it does not give this strategy an edge over its muni national intermediate peers. Meanwhile, its income-oriented approach can bring elevated credit risk to the portfolio. It earns a Morningstar Analyst Rating of Neutral for all rated share classes.

Unlock our full analysis with Morningstar Investor