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UIRRX USAA Real Return Institutional

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Fund UIRRX USAA Real Return Institutional
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Similarity
?
100%
Annual Fees
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$102.45
(0.99% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.48% annual return
$20,721.30
Est. savings over 30 yrs
Return
As of 10/31/16
1 YR RETURN 4.78%
3 YR -0.27%
5 YR 2.01%
10 YR --
Description
The investment seeks a total return that exceeds the rate of inflation over an economic cycle. The fund's principal investment strategy is to invest its assets principally in a portfolio of investments that the Adviser believes will have a total return that exceeds the rate of inflation over an economic cycle. It invests in (1) inflation-linked securities, including U.S. Treasury inflation-protected securities (TIPS), non-U.S. dollar inflation-linked securities, and inflation-linked corporate and municipal securities; (2) fixed-income securities, (3) equity securities, including REITs and ETFs, (4) commodity-linked instruments.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

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