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USAA Tax Exempt Short-Term Class A UTESX

Analyst rating as of
NAV / 1-Day Return
10.66  /  0.00
Total Assets
1.1 Bil
Adj. Expense Ratio
0.760%
Expense Ratio
0.760%
Fee Level
High
Longest Manager Tenure
18.38 years
Category
Muni National Short
Credit Quality / Interest Rate Sensitivity
Medium / Limited
Min. Initial Investment
2,500
Status
Open
TTM Yield
0.97%
Effective Duration
2.59 years
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Morningstar’s Analysis

Will UTESX outperform in future?

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

A short-term muni offering with an emphasis on income.

Summary

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USAA Tax Exempt Short-Term employs a patient, straightforward approach, but its emphasis on income can bring elevated credit risk, and its lean team has seen churn. Its cheapest shares earn a Morningstar Analyst Rating of Neutral, while its priciest share class receives a Negative.

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