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USAA Growth and Tax Strategy USBLX

Analyst rating as of
NAV / 1-Day Return
22.60  /  0.00
Total Assets
699.2 Mil
Adj. Expense Ratio
0.580%
Expense Ratio
0.580%
Fee Level
Below Average
Longest Manager Tenure
3.41 years
Category
Allocation--30% to 50% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Extensive
Status
Open
TTM Yield
2.05%
Turnover
14%

Morningstar’s Fund Analysis USBLX

Will USBLX outperform in future?

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

A tax-managed balanced fund with a yield-oriented muni sleeve.

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 that team’s yield-focused approach can drive higher volatility. The fund’s Morningstar Analyst Rating remains Neutral for all share classes.

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