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USAA Target Retirement 2050 (URFFX)

13.52 Down 0.04(0.29%) Aug 28
Prev Close:13.56
YTD Return*:2.80%
Net Assets*:595.02M
Yield*:1.55%

* As of 31-Jul-14

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

Headlines

  • No Headlines available for URFFX at this time.

Top Holdings

Symbol% AssetsYTD Return %
USAA International Institutional27.55N/A
USAA Income Stock Institutional12.22N/A
USAA Emerging Markets Institutional10.14N/A
USAA Value Institutional9.90N/A
USAA Small Cap Stock Institutional9.55N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:595.02M
Category:Target Date 2046-2050
Annual Report Expense Ratio (net):0.05%

Performance & Risk

YTD Return:2.80%
5y Avg Return:12.17%
Rank in Category (ytd):79
% Rank in Category (ytd):36.24%
Beta (3y):1.59
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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