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USAA Growth and Tax Strategy USBLX

Analyst rating as of
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Morningstar’s Analysis

Will USBLX outperform in future?

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

A straightforward, tax-managed balanced fund.

Senior Analyst

Summary

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USAA Growth and Tax Strategy is a decent option for investors looking for a tax-advantaged balanced fund. But the municipal bond team has had turnover, and its yield-focused approach can drive higher volatility. Its Morningstar Analyst Rating remains at Neutral for all share classes.

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