USAA Target Retirement 2020
9800 Fredericksburg Road
Map
Phone: 800-531-8722
| Category: | Target Date 2016-2020 | | Fund Family: | USAA | | Net Assets: | 135.58M | | Year-to-Date Return: | 23.11% | | Yield: | 1.47% | | Morningstar Rating: | N/A | | Fund Inception Date: | 31-Jul-08 |
|
Ronald Sweet
Lead Manager since
31-Jul-08 | | | Sweet has 21 years of investment management experience and has worked for IMCO for 21 years. He holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society of San Antonio. |
| Min Initial Investment: | $3,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | N/A |
|
| |
| The investment seeks to provide capital appreciation and current income. The fund primarily invests in a diversified portfolio consisting of a long-term target asset class allocation of approximately 40% equity, 40% Bonds and 20% short-term & money market instruments. It is nondiversified. |
| Last Dividend
(29-Dec-08):
| 0.15 | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| 31.00% | | Average for Category:
| 31.26% |
|
| Expense | URTNX | Category
Avg | | Total Expense Ratio: | 0.57%
| 0.69% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.34% | | Max Deferred Sales Load: | %
| 2.26% | | 3 Yr Expense Projection*: |
$ 412 | $728 | | 5 Yr Expense Projection*: |
$ 713 | $1,100 | | 10 Yr Expense Projection*: |
$ 1,568 | $2,223 |
|
|
1.91% Nasdaq 
Profile
