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URTRX USAA Target Retirement 2030

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Fund URTRX USAA Target Retirement 2030 MLTKX MFS Lifetime 2030 R6  
100% 98%
Annual Fees
(0.81% Exp. Ratio)
(0.50% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.95% annual return
$25,046.47 $27,504.40
Est. savings over 30 yrs +$2,457.93
As of 12/31/16
1 YR RETURN 8.70%
3 YR 3.00%
5 YR 7.06%
10 YR --
1 YR RETURN 8.99%
3 YR 4.14%
5 YR 9.83%
10 YR 5.12%
The investment seeks capital appreciation and current income consistent with its current investment allocation. The fund invests in a selection of USAA mutual funds (underlying USAA Funds) in a manner consistent with its current asset allocation. It is currently anticipated that at its target date, the fund's target asset allocation will consist of approximately 30% of the fund's net assets allocated to equity investments; approximately 60% of the fund's net assets allocated to fixed-income investments; and approximately 10% of the fund's net assets allocated to cash and ultra short investments.
The investment seeks a high level of total return consistent with its asset allocation until the approximate retirement year in 2030; thereafter, the fund will seek total return through a combination of current income and capital appreciation. The fund is designed to provide diversification among different asset classes for investors with the approximate retirement year in 2030. It invests substantially all of its assets in other MFS mutual funds, referred to as underlying 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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