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UTRIX USAA Total Return Strategy Institutional

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Fund UTRIX USAA Total Return Strategy Institutional
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Annual Fees
(1.28% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.71% annual return
Est. savings over 30 yrs
As of 12/31/16
1 YR RETURN 1.91%
3 YR -2.55%
5 YR 0.37%
10 YR -0.17%
The investment seeks capital appreciation through the use of a dynamic allocation strategy, across stocks, bonds, and cash instruments. In seeking to achieve its objective, the fund's assets are invested pursuant to a dynamic asset allocation strategy that shifts assets among equity securities, investment-grade bonds, and/or cash equivalents. The fund generally will invest in U.S. and foreign stocks and investment-grade bonds, directly or through exchange-traded funds (ETFs), and/or cash equivalents through investment in short-term, high-quality money market instruments or money market 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.

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