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USAA Investment Management Company currently has $64.6 billion of assets under management, invested in more than 50 mutual funds. Founded 40 years ago, the company provides diverse investment products to its members and has successfully retained their trust for years. The company offers financial services including brokerage services and discretionary asset management. It also allocates its assets across a wide range of mutual fund categories including both equity and fixed-income funds.
Below we share with you four top-rated USAA mutual funds. Each has earned a Zacks Mutual Fund Rank #1 (Strong Buy) and we expect the fund to outperform its peers in the future. To view the Zacks Rank and past performance of all USAA mutual funds, investors can click here to see the complete list of USAA funds.
USAA World Growth (USAWX - Free Report) seeks growth of capital. USAWX generally invests in equity securities of both domestic and foreign companies. USAWX primarily focuses on various types of equity securities such as preferred stocks, common stocks, depositary receipts, etc. The USAA World Growth fund has a three-year annualized return of 6.9%.
David R. Mannheim is one of the fund managers of USAWX since Jun 28, 2002.
USAA Income Stock (USISX - Free Report) invests a major portion of its assets in common stocks of domestic companies, out of which more than 65% are invested in securities of dividend paying companies. USISX focuses on acquiring securities of companies that are believed to have high dividend income and strong growth prospect. USISX may also invest a maximum of 20% of its assets in securities of foreign companies including those from emerging markets. The USAA Income Stock fund has a three-year annualized return of 9.2%.
USISX has an expense ratio of 0.79% as compared to the category average of 1.10%.
USAA Small Cap Stock (USCAX - Free Report) seeks capital appreciation over the long run. USCAX invests a lion’s share of its assets in equity securities of small-cap companies. USCAX primarily focuses on acquiring securities of domestic companies. USCAX may also invest a maximum of 20% of its assets in securities of companies located abroad including those from emerging markets. The USAA Small Cap Stock fund has a three-year annualized return of 7.1%.
As of Jan 2016, USCAX held 123 issues, with 1.77% of its assets invested in Diebold Inc.
USAA Target Retirement Income (URINX - Free Report) invests nearly 30% of its assets in underlying funds, which in turn focus on acquiring equity securities. URINXseeks capital appreciation and current income.URINX also invests around 10% of its assets in underlying funds that invest in ultra-short-term investments and nearly 60% of its assets in securities with underlying fixed income funds. The USAA Target Retirement Income fund has a three-year annualized return of 3.1%.
URINX has an expense ratio of 0.06% as compared to the category average of 0.45%.
By applying the Zacks Rank to mutual funds, investors can find funds that not only outpaced the market in the past but are also expected to outperform going forward. Learn more about the Zacks Mutual Fund Rank at https://www.zacks.com/funds.
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4 Strong Buy USAA Mutual Funds
USAA Investment Management Company currently has $64.6 billion of assets under management, invested in more than 50 mutual funds. Founded 40 years ago, the company provides diverse investment products to its members and has successfully retained their trust for years. The company offers financial services including brokerage services and discretionary asset management. It also allocates its assets across a wide range of mutual fund categories including both equity and fixed-income funds.
Below we share with you four top-rated USAA mutual funds. Each has earned a Zacks Mutual Fund Rank #1 (Strong Buy) and we expect the fund to outperform its peers in the future. To view the Zacks Rank and past performance of all USAA mutual funds, investors can click here to see the complete list of USAA funds.
USAA World Growth (USAWX - Free Report) seeks growth of capital. USAWX generally invests in equity securities of both domestic and foreign companies. USAWX primarily focuses on various types of equity securities such as preferred stocks, common stocks, depositary receipts, etc. The USAA World Growth fund has a three-year annualized return of 6.9%.
David R. Mannheim is one of the fund managers of USAWX since Jun 28, 2002.
USAA Income Stock (USISX - Free Report) invests a major portion of its assets in common stocks of domestic companies, out of which more than 65% are invested in securities of dividend paying companies. USISX focuses on acquiring securities of companies that are believed to have high dividend income and strong growth prospect. USISX may also invest a maximum of 20% of its assets in securities of foreign companies including those from emerging markets. The USAA Income Stock fund has a three-year annualized return of 9.2%.
USISX has an expense ratio of 0.79% as compared to the category average of 1.10%.
USAA Small Cap Stock (USCAX - Free Report) seeks capital appreciation over the long run. USCAX invests a lion’s share of its assets in equity securities of small-cap companies. USCAX primarily focuses on acquiring securities of domestic companies. USCAX may also invest a maximum of 20% of its assets in securities of companies located abroad including those from emerging markets. The USAA Small Cap Stock fund has a three-year annualized return of 7.1%.
As of Jan 2016, USCAX held 123 issues, with 1.77% of its assets invested in Diebold Inc.
USAA Target Retirement Income (URINX - Free Report) invests nearly 30% of its assets in underlying funds, which in turn focus on acquiring equity securities. URINXseeks capital appreciation and current income.URINX also invests around 10% of its assets in underlying funds that invest in ultra-short-term investments and nearly 60% of its assets in securities with underlying fixed income funds. The USAA Target Retirement Income fund has a three-year annualized return of 3.1%.
URINX has an expense ratio of 0.06% as compared to the category average of 0.45%.
To view the Zacks Rank and past performance of all USAA Mutual Funds, investors can click here to see the complete list of funds.
About Zacks Mutual Fund Rank
By applying the Zacks Rank to mutual funds, investors can find funds that not only outpaced the market in the past but are also expected to outperform going forward. Learn more about the Zacks Mutual Fund Rank at https://www.zacks.com/funds.