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USAA Growth and Tax Strategy USBLX

Analyst rating as of
NAV / 1-Day Return
24.87  /  0.00
Total Assets
736.5 Mil
Adj. Expense Ratio
Expense Ratio
Fee Level
Below Average
Longest Manager Tenure
8.79 years
Allocation--30% to 50% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
TTM Yield

Morningstar’s Analysis

Will USBLX outperform in future?

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

A Bond Manager Change at USAA Growth and Tax Strategy Doesn't Impact Ratings

Senior Analyst

Analyst Note

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Effective March 2, 2021, John Bonnell was removed from USAA Growth and Tax Strategy's manager roster and replaced by Lauren Spalten. Spalten joined the USAA municipal-bond team in September 2018 as a senior analyst and has about 10 years of muni investing experience. As part of this transition, Victory added two members to the municipal-bond team. Both have experience managing separately managed muni-bond portfolios at USAA. This change does not impact our People Pillar rating of Average or our Morningstar Analyst rating of Neutral across the fund's four share classes.

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