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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*: -0.58%
Net Assets*: 569.64M
Yield*: 3.94%
* As of 31-Jan-10
USAA Balanced Strategy (USBSX)
3m  6m  1y  2y  5y  max 
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HEADLINES
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31-Jan-10
FUND BASICS
Morningstar Overall Rating: 3 stars
Total Assets: 569.64M
Category: Moderate Allocation
Total Expense Ratio: 1.05%
Fund Profile - Holdings


31-Jan-10
PERFORMANCE & RISK
YTD Return: -0.58%
5y Avg Return: 1.48%
Rank in Category (ytd): 49
% Rank in Category (ytd): 3.93%
Beta (3y): 1.23
Morningstar Risk Rating: Above average
Performance Details - Risk Details

FUND SUMMARY
The investment seeks high total return, with reduced risk over time, through an asset allocation strategy that seeks a combination of long-term growth of capital and current income. 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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