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USAA Intermediate-Term Bond Fund (USIBX)

Net Asset Value
1 Day
Overall Morningstar Rating
Intermediate-term bond
Style or Category
No Load
Sales Expenses
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks high current income without undue risk to principal. The fund normally invests at least 80% of its assets in a broad range of debt securities that have a dollar-weighted average portfolio maturity between three to 10 years. The fund will invest primarily in investment-grade securities, but also may invest up to 10% of its net assets in below-investment-grade securities which are sometimes referred to as high-yield or "junk" bonds.


1 month-2.21% 3 years+3.14%
3 months-2.22% 5 years+4.53%
1 year+4.61% Since inception+5.87%
Data through --

Peer Comparisonvs. Intermediate-term bond

Performance 5-yr return+4.53%+3.44%
Expense ratio0.68%0.81%
Risk 5 year sharpe ratio1.611.10
Net assets$3.8B$4.0B
Average market cap----
Average P/E----
Portfolio turnover18%18%

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Fund Management and Purchase Info

Fund familyUSAA
Fund manager & tenureJulianne Bass / 9 Years
Minimal initial investment$3,000.00
Minimum IRA investment--


Fixed income94.13%
International stock0.16%
U.S. stock0.13%
Top 5 Sectors
Portfolio weighting
Financial service 100.00%
Business service 0.00%
Consumer goods 0.00%
Consumer service 0.00%
Energy 0.00%
Top 10 Holdings
Portfolio weighting
-- 1.95%
-- 1.91%
-- 1.31%
-- 1.07%
-- 0.61%
-- 0.58%
-- 0.58%
-- 0.56%
-- 0.56%
-- 0.56%