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UIRRX USAA Real Return Institutional

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Fund UIRRX USAA Real Return Institutional PRSIX T. Rowe Price Personal Strat Inc  
100% 85%
Annual Fees
(0.99% Exp. Ratio)
(0.59% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.39% annual return
$20,195.03 $22,791.61
Est. savings over 30 yrs +$2,596.57
As of 9/30/16
1 YR RETURN 9.38%
3 YR 0.78%
5 YR 3.26%
10 YR --
1 YR RETURN 9.51%
3 YR 5.27%
5 YR 8.29%
10 YR 5.89%
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.
The investment seeks the highest total return over time consistent with a primary emphasis on income and a secondary emphasis on capital growth. The fund invests in a diversified portfolio typically consisting of approximately 40% stocks; 55% bonds, money market securities, and cash reserves; and 5% alternative investments, including through hedge funds. Under normal conditions, its allocation to the broad asset classes will be within the following ranges: stocks (30-50%), bonds and money markets (45-65%), and alternative investments (0-10%).

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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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