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USAA Growth and Tax Strategy USBLX

Analyst rating as of
NAV / 1-Day Return
26.04  /  0.00
Total Assets
823.6 Mil
Adj. Expense Ratio
0.590%
Expense Ratio
0.590%
Fee Level
Below Average
Longest Manager Tenure
9.31 years
Category
Allocation--30% to 50% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
1.59%
Turnover
11%
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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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