Morningstar Magazine - October/November 2017 - Cover4
Income investing
the USAA way
At USAA we believe yield focused portfolios, built bond-by-bond
through bottom-up analysis, will outperform their peers over the
long run. A process that leads to well-diversified portfolios, higher
current income, low turnover and low expenses.
USAA investments are available to all advisors
and their clients.
These highly-rated, low cost income funds have beaten their index for every time period.
Total Returns as of 8/31/2017
OVERALL MORNINGSTAR RATINGS
YTD
1-YEAR
3-YEAR *
5-YEAR *
10-YEAR *
EXPENSES
5.26%
2.51%
3.36%
3.46%
5.32%
0.51%
★★★★ Out of 172 Corporate Bond Funds
5.68%
3.78%
3.21%
4.01%
5.94%
0.63%
Bloomberg Barclays US Aggregate Bond TR USD Index
3.64%
0.49%
2.64%
2.19%
4.40%
-
★★★★ Out of 463 Short-Term Bond Funds
2.26%
2.13%
1.73%
1.80%
3.26%
0.61%
Bloomberg Barclays US Govt/Credit 1-5 Yr. TR USD Index
1.85%
0.93%
1.52%
1.29%
2.85%
-
®
USAA Income (USAIX)
★★★★★ Out of 849 Intermediate-Term Bond Funds
USAA Intermediate-Term Bond (USIBX)
USAA Short-Term Bond (USSBX)
* Annualized returns. Extended performance is an estimate based on the performance of the funds' oldest share class, adjusted for fees. Data as of 8/31/17.
Learn more about USAA investments today.
800-531-1445 | advisor.usaa.com
For the most recent Overall, 3 year, 5 year and 10 year ratings, please contact us at 800-531-1445 or go to advisor.usaa.com. For each fund with at least a three-year history,
Morningstar calculates a Morningstar Rating based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund's monthly performance (including the
effects of sales charges, loads, and redemption fees), placing more emphasis on downward variations and rewarding consistent performance. The top 10% of the funds in each
broad asset class receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star.
USAA mutual funds advised by USAA Asset Management Company, a registered investment adviser; distribution services provided by USAA Investment Management Company,
a registered broker-dealer. ©2017 USAA. 239063-0917
FOR INSTITUTIONAL INVESTOR USE ONLY. This communication or any excerpt thereof may not be forwarded or made to any retail investor or prospective investor.
http://advisor.usaa.com
http://advisor.usaa.com
Table of Contents for the Digital Edition of Morningstar Magazine - October/November 2017
Contents
Morningstar Magazine - October/November 2017 - Cover1
Morningstar Magazine - October/November 2017 - Cover2
Morningstar Magazine - October/November 2017 - 1
Morningstar Magazine - October/November 2017 - 2
Morningstar Magazine - October/November 2017 - Contents
Morningstar Magazine - October/November 2017 - 4
Morningstar Magazine - October/November 2017 - 5
Morningstar Magazine - October/November 2017 - 6
Morningstar Magazine - October/November 2017 - 7
Morningstar Magazine - October/November 2017 - 8
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Morningstar Magazine - October/November 2017 - 29
Morningstar Magazine - October/November 2017 - 30
Morningstar Magazine - October/November 2017 - 31
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Morningstar Magazine - October/November 2017 - Cover3
Morningstar Magazine - October/November 2017 - Cover4
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