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USAA Intermediate-Term Bond (USIBX)

10.99 0.00(0.00%) Jul 23

Profile as of Jun 29, 2014Get Profile for:
USAA Intermediate-Term Bond
9800 Fredericksburg Road
Map
Phone: 800-531-8722
Fund Overview 
Category:Intermediate-Term Bond
Fund Family:USAA
Net Assets:3.21B
Year-to-Date Return:5.03%
Yield:4.16%
Morningstar Rating:5 stars
Fund Inception Date:Aug 2, 1999
Morningstar Style Box 
Intermediate-Term Bond
[View Category Definition]
View Top Intermediate-Term Bond Funds
About the Morningstar Style Box
Management Information 
Julianne W. Bass
Lead Manager since Jan 4, 2007
JULIANNE BASS, CFA, assistant vice president and portfolio manager, has co-managed since January 2007. Education: B.B.A., University of Texas at Austin; M.B.A., University of Houston. She holds the CFA designation and is a member of the CFA Institute and the CFA Society of San Antonio.
Investment Information 
Min Initial Investment:3,000
Min Initial Investment, IRA:N/A
Min Initial Investment, AIP:N/A
Min Subsequent Investment:50
Min Subsequent Investment, IRA:N/A
Min Subsequent Investment, AIP:N/A
USIBX can be purchased from 42 brokerages.

Fund Summary 
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.

Fund Operations 
Last Dividend (Jun 29, 2014) : 0.04
Last Cap Gain : 0.00
Annual Holdings Turnover (Jul 21, 2014) : 10.00%
Average for Category:173.65%
Fees & Expenses 
ExpenseUSIBXCategory Avg
Annual Report Expense Ratio (net):0.65%0.88%
Prospectus Net Expense Ratio:0.71%N/A
Prospectus Gross Expense Ratio:0.71%N/A
Max 12b1 Fee:N/AN/A
Max Front End Sales Load:N/A4.09%
Max Deferred Sales Load: N/A2.21%
3 Yr Expense Projection*:227449
5 Yr Expense Projection*:395721
10 Yr Expense Projection*:8831,479
* Per $10,000 invested