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USAA Balanced Strategy (USBSX)

On Feb 9: 12.08 USD  Up 0.10 (0.83%)  
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USAA MUTUAL FDS TR BALANCE STR Delayed quote dataEdit
Net Asset Value: 12.08
Trade Time: Feb 9
Change: Up 0.10 (0.83%)
Prev Close: 11.98
YTD Return*: 3.70%
Net Assets*: 635.28M
Yield*: 2.53%
* As of 31-Dec-07
USAA Balanced Strategy (USBSX)
3m  6m  1y  2y  5y  max 
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31-Dec-07
FUND BASICS
Morningstar Overall Rating: 3 stars
Total Assets: 635.28M
Category: Moderate Allocation
Total Expense Ratio: 1.00%
Fund Profile - Holdings


31-Dec-07
PERFORMANCE & RISK
YTD Return: 3.70%
5y Avg Return: 8.43%
Rank in Category (ytd): 485
% Rank in Category (ytd): 43.97%
Beta (3y): 0.90
Morningstar Risk Rating: Average
Performance Details - Risk Details

FUND SUMMARY
The investment seeks total return with reduced risk over time. The fund provides a diversified investment program by allocating assets within the following ranges: 30% to 70% of assets in stocks, and 30% to 70% in bonds and money market instruments.
Fund Profile


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