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    USAA Target Retirement 2050 (URFFX)

    13.10 Up 0.01(0.08%) Dec 19
    Prev Close:13.09
    YTD Return*:4.82%
    Net Assets*:615.54M

    * As of 30-Nov-14

    Quotes delayed, except where indicated otherwise. Currency in USD.


    • No Headlines available for URFFX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    USAA International Institutional27.52N/A
    USAA Income Stock Institutional11.73N/A
    USAA Value Institutional11.31N/A
    USAA Emerging Markets Institutional9.53N/A
    USAA Small Cap Stock Institutional9.27N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:615.54M
    Category:Target Date 2046-2050
    Annual Report Expense Ratio (net):0.05%

    Performance & Risk

    YTD Return:4.82%
    5y Avg Return:10.22%
    Rank in Category (ytd):89
    % Rank in Category (ytd):41.98%
    Beta (3y):1.47
    Morningstar Risk Rating:4

    Fund Summary

    The investment seeks capital appreciation and current income consistent with its current investment allocation. The fund invests in a selection of USAA mutual funds (underlying USAA Funds) in a manner consistent with its current asset allocation as depicted in the lifestyle transition path below. It reserves the right to change its target date asset allocation as well as the lifestyle transition path at any time. However, it is currently anticipated that at its target date, the fund's asset allocation will consist of approximately 30% equity/alternative, 60% fixed income, and 10% cash and ultra short. View More
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