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USRRX USAA Real Return

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Fund USRRX USAA Real Return TBAYX Touchstone Dynamic Diversified Income Y  
100% 86%
Annual Fees
(1.17% Exp. Ratio)
(1.09% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.51% annual return
$19,792.96 $20,279.30
Est. savings over 30 yrs +$486.34
As of 12/31/16
1 YR RETURN 8.13%
3 YR 0.01%
5 YR 2.05%
10 YR --
1 YR RETURN 9.06%
3 YR 3.73%
5 YR 7.08%
10 YR 4.70%
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 to provide investors with current income. The fund is a "fund-of-funds," which seeks to achieve its investment goal by investing primarily in a diversified portfolio of fixed-income and equity-income oriented underlying funds (although a portion of its assets may be invested in cash, cash equivalents, or in money market funds). The majority of the underlying funds in which the fund invests will be affiliated funds.

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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.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


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".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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