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 Dow Down 1.88% Nasdaq Down 2.09%

USAA Growth and Tax Strategy (USBLX)

16.83 Down 0.17(1.00%) Jul 31
Prev Close:17.00
YTD Return*:6.35%
Net Assets*:224.03M

* As of 30-Jun-14

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


  • No Headlines available for USBLX at this time.

Top Holdings

Symbol% AssetsYTD Return %
Lewisville Tex Combination Con Ref 5.8%2.7617.82
Mashantucket Western Pequot Tr Bd 6.05%1.621.46
Oneida Cnty N Y Indl Dev Agy C Civic Fac1.53N/A
Metropolitan Transn Auth 5%1.50N/A
Rockport Ind Pollution Ctl Rev Po 4.625%1.49N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:224.03M
Category:Conservative Allocation
Annual Report Expense Ratio (net):0.96%

Performance & Risk

YTD Return:6.35%
5y Avg Return:12.21%
Rank in Category (ytd):16
% Rank in Category (ytd):2.19%
Beta (3y):0.65
Morningstar Risk Rating:3

Fund Summary

The investment seeks a conservative balance for the investor between income, the majority of which is exempt from federal income tax, and the potential for long-term growth of capital to preserve purchasing power. Using preset target ranges, the fund's strategy is to invest a majority of its assets in tax-exempt bonds and money market instruments and the remainder in blue chip stocks. It is managed with the goal of minimizing the impact of federal income taxes to shareholders. View More
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