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USAA Tax Exempt Short-Term Class A UTESX Fund Analysis

| Analyst rating as of

Morningstar’s Analysis UTESX

Will UTESX outperform in future?

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

A straightforward, income-oriented approach to short-term munis.

Summary

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USAA Tax Exempt Short-Term team’s process is straightforward, but it does not give this strategy an edge over its muni national short peers. Meanwhile, its income-oriented approach can bring elevated credit risk to the portfolio. It earns a Morningstar Analyst Rating of Neutral for its cheaper share classes and a Negative for its more expensive share class.

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