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USAA Tax Exempt Intermediate-Term (USATX)

On Feb 10: 12.91 USD  Down 0.01 (0.08%)  
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 USAA MUTUAL FDS TR TAX EXEMPT I Delayed quote dataEdit
Net Asset Value:12.91
Trade Time:Feb 10
Change:Down 0.01 (0.08%)
Prev Close:12.91
YTD Return*:17.85%
Net Assets*:2.76B
Yield*:4.57%
* As of 30-Nov-09
[Chart]
3m  6m  1y  2y  5y  max 
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 HEADLINES 
Can Performance Fees Save Mutual Funds?
ETFguide.com (Tue, Apr 21)
More Headlines for USATX...

 FUND BASICS30-Nov-09
Morningstar Overall Rating:4 stars
Total Assets:2.76B
Category:Muni National Interm
Total Expense Ratio:%
Fund Profile - Holdings


 PERFORMANCE & RISK30-Nov-09
YTD Return:17.85%
5y Avg Return:3.97%
Rank in Category (ytd):12
% Rank in Category (ytd):4.88%
Beta (3y):1.07
Morningstar Risk Rating:Above average
Performance Details - Risk Details

 FUND SUMMARY 
The investment seeks interest income exempt from federal income tax. The fund invests primarily in municipal obligations. At least 80% of its annual interest income is typically exempt from regular federal income tax and the Alternative Minimum Tax. At least 50% of the municipal securities purchased by the fund are rated A or higher; the remainder may be rated no lower than BBB at the time of purchase. The average-weighted maturity typically ranges between three and 10 years.
Fund Profile


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