Skip to Content

USAA Tax Exempt Intermediate-Term ClassA UTEIX

Analyst rating as of
NAV / 1-Day Return
12.33  /  0.24 %
Total Assets
3.9 Bil
Adj. Expense Ratio
0.780%
Expense Ratio
0.780%
Fee Level
Above Average
Longest Manager Tenure
19.50 years
Category
Muni National Interm
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Min. Initial Investment
2,500
Status
Open
TTM Yield
2.73%
Effective Duration
5.19 years

Morningstar’s Fund Analysis UTEIX

Will UTEIX 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