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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. This 80% policy may be changed upon at least 60 days' written notice to shareholders.


1 month-0.52% 3 years+2.05%
3 months-0.11% 5 years+4.57%
1 year-1.49% Since inception+5.83%
Data through --

Peer Comparisonvs. Intermediate-term bond

Performance 5-yr return+4.57%+3.15%
Expense ratio0.70%0.85%
Risk 5 year sharpe ratio1.521.07
Net assets$3.4B$3.5B
Average market cap----
Average P/E----
Portfolio turnover13%13%

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Fund Management and Purchase Info

Fund familyUSAA
Fund manager & tenureR. Freund / 13 Years
Minimal initial investment$3,000.00
Minimum IRA investment--


Fixed income92.17%
International stock0.19%
U.S. stock0.00%
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
-- 1.32%
-- 1.15%
-- 1.14%
-- 0.82%
-- 0.75%
-- 0.64%
-- 0.61%
-- 0.61%
-- 0.60%
-- 0.59%