USAA Short-Term Bond
- USSBX
- Price as of: Nov 27, 2020
-
$9.35
N/A N/A
- Primary Theme
- U.S. Short-Term Bond Duration
- Fund Company
- Victory Capital
- Share Class
USSBX - Snapshot
Vitals
- YTD Return 1.3%
- 3 Yr Annualized Return 3.1%
- 5 Yr Annualized Return 2.8%
- Net Assets $2.83 B
- Holdings in Top 10 7.2%
52 WEEK LOW AND HIGH
Expenses
OPERATING RELATED FEES
- Expense Ratio 0.52%
SALES FEES
- Front Load N/A
- Deferred Load N/A
BROKERAGE FEES
- Turnover 48.00%
TRADING FEES
- Max Redemption Fee N/A
Min Investment
- Standard (Taxable) $3,000
- IRA N/A
Fund Classification
-
Primary Theme
U.S. Short-Term Bond Duration
- Fund Type Open End Mutual Fund
- Investment Style Short-Term Bond
USSBX - Profile
Distributions
- YTD Total Return 1.3%
- 3 Yr Annualized Total Return 3.1%
- 5 Yr Annualized Total Return 2.8%
- Capital Gain Distribution Frequency Annually
- Net Income Ratio 2.82%
- Dividend Yield 0.0%
- Dividend Distribution Frequency Monthly
Fund Details
-
Legal NameUSAA Short Term Bond Fund
-
Fund Family NameUSAA
-
Inception DateJun 01, 1993
-
Shares OutstandingN/A
-
Share ClassNo Load
-
CurrencyUSD
-
Domiciled CountryUnited States
-
ManagerJulianne Bass
Fund Description
The fund normally invests at least 80% of its assets in a broad range of investment-grade debt securities that have a dollar-weighted average portfolio maturity of three years or less. The debt securities in which the fund may invest include, among others, obligations of U.S., state, and local governments, their agencies and instrumentalities; mortgage- and asset-backed securities; corporate debt securities; repurchase agreements; and other securities believed to have debt-like characteristics.
USSBX - Performance
Return Ranking - Trailing
| Period | USSBX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | 1.3% | -8.4% | 206.0% | 69.36% |
| 1 Yr | 3.7% | -5.2% | 7.1% | 35.14% |
| 3 Yr | 3.1%* | -0.7% | 4.6% | 30.42% |
| 5 Yr | 2.8%* | -0.8% | 5.0% | 21.61% |
| 10 Yr | 2.4%* | 0.2% | 4.2% | 23.11% |
* Annualized
Return Ranking - Calendar
| Period | USSBX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2019 | 2.1% | -2.4% | 5.0% | 38.15% |
| 2018 | -1.2% | -50.6% | 1.0% | 47.58% |
| 2017 | 0.3% | -1.6% | 2.8% | 19.03% |
| 2016 | 1.1% | -65.8% | 7.1% | 14.06% |
| 2015 | -1.6% | -75.0% | 3.0% | 73.10% |
Total Return Ranking - Trailing
| Period | USSBX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | 1.3% | -8.4% | 206.0% | 69.36% |
| 1 Yr | 3.7% | -6.8% | 7.1% | 30.22% |
| 3 Yr | 3.1%* | -0.7% | 4.6% | 27.50% |
| 5 Yr | 2.8%* | -0.8% | 5.0% | 20.08% |
| 10 Yr | 2.4%* | 0.2% | 4.2% | 20.68% |
* Annualized
Total Return Ranking - Calendar
| Period | USSBX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2019 | 2.1% | -2.3% | 7.2% | 41.89% |
| 2018 | -1.2% | -4.2% | 6.5% | 55.13% |
| 2017 | 0.3% | -1.6% | 5.9% | 33.62% |
| 2016 | 1.1% | -65.2% | 10.7% | 23.66% |
| 2015 | -1.6% | -7.0% | 3.5% | 79.05% |
NAV & Total Return History
USSBX - Holdings
Concentration Analysis
| USSBX | Category Low | Category High | USSBX % Rank | |
|---|---|---|---|---|
| Net Assets | 2.83 B | 4.48 M | 67.9 B | 30.22% |
| Number of Holdings | 696 | 3 | 4826 | 28.36% |
| Net Assets in Top 10 | 208 M | -168 M | 7.13 B | 50.84% |
| Weighting of Top 10 | 7.24% | 2.4% | 100.0% | 93.99% |
Top 10 Holdings
- Us 5yr Note Fut Dec20 1.31%
- Us 5yr Note Fut Dec20 1.31%
- Us 5yr Note Fut Dec20 1.31%
- Us 5yr Note Fut Dec20 1.31%
- Us 5yr Note Fut Dec20 1.31%
- Us 5yr Note Fut Dec20 1.31%
- Us 5yr Note Fut Dec20 1.31%
- Us 5yr Note Fut Dec20 1.31%
- Us 5yr Note Fut Dec20 1.31%
- Us 5yr Note Fut Dec20 1.31%
Asset Allocation
| Weighting | Return Low | Return High | USSBX % Rank | |
|---|---|---|---|---|
| Bonds | 96.58% | 0.00% | 177.64% | 19.46% |
| Cash | 2.17% | -80.64% | 100.00% | 75.50% |
| Convertible Bonds | 0.87% | 0.00% | 32.87% | 69.63% |
| Preferred Stocks | 0.37% | 0.00% | 51.61% | 4.53% |
| Stocks | 0.00% | 0.00% | 6.71% | 36.58% |
| Other | 0.00% | -2.01% | 20.06% | 35.07% |
Bond Sector Breakdown
| Weighting | Return Low | Return High | USSBX % Rank | |
|---|---|---|---|---|
| Corporate | 51.06% | 0.00% | 100.00% | 31.71% |
| Securitized | 35.82% | 0.00% | 92.39% | 33.39% |
| Municipal | 8.58% | 0.00% | 17.16% | 2.01% |
| Government | 2.36% | 0.00% | 78.98% | 81.21% |
| Cash & Equivalents | 2.17% | 0.00% | 100.00% | 85.07% |
| Derivative | 0.00% | 0.00% | 27.60% | 42.95% |
Bond Geographic Breakdown
| Weighting | Return Low | Return High | USSBX % Rank | |
|---|---|---|---|---|
| US | 82.21% | 0.00% | 144.19% | 51.17% |
| Non US | 14.37% | -22.36% | 78.41% | 39.77% |
USSBX - Expenses
Operational Fees
| USSBX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Expense Ratio | 0.52% | 0.01% | 34.57% | 70.88% |
| Management Fee | 0.20% | 0.00% | 1.19% | 17.20% |
| 12b-1 Fee | N/A | 0.00% | 1.00% | N/A |
| Administrative Fee | 0.15% | 0.01% | 0.50% | 73.04% |
Sales Fees
| USSBX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Front Load | N/A | 1.00% | 5.75% | N/A |
| Deferred Load | N/A | 0.50% | 5.00% | N/A |
Trading Fees
| USSBX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Max Redemption Fee | N/A | 1.00% | 2.00% | N/A |
Related Fees
Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Higher turnover means higher trading fees.
| USSBX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Turnover | 48.00% | 0.00% | 496.37% | 27.34% |
USSBX - Distributions
Dividend Yield Analysis
| USSBX | Category Low | Category High | USSBX % Rank | |
|---|---|---|---|---|
| Dividend Yield | 0.00% | 0.00% | 3.55% | 34.72% |
Dividend Distribution Analysis
| USSBX | Category Low | Category High | Category Mod | |
|---|---|---|---|---|
| Dividend Distribution Frequency | Monthly | Quarterly | Monthly | Monthly |
Net Income Ratio Analysis
| USSBX | Category Low | Category High | USSBX % Rank | |
|---|---|---|---|---|
| Net Income Ratio | 2.82% | -9.96% | 4.42% | 15.99% |
Capital Gain Distribution Analysis
| USSBX | Category Low | Category High | Capital Mode | |
|---|---|---|---|---|
| Capital Gain Distribution Frequency | Annually | Annually | Annually | Annually |
Dividend Payout History
| Date | Amount |
|---|---|
| Mar 29, 2019 | $0.022 |
| Feb 28, 2019 | $0.021 |
| Jan 31, 2019 | $0.020 |
| Dec 31, 2018 | $0.019 |
| Nov 30, 2018 | $0.022 |
| Oct 31, 2018 | $0.019 |
| Aug 31, 2018 | $0.020 |
| Jul 31, 2018 | $0.018 |
| Jun 29, 2018 | $0.019 |
| May 31, 2018 | $0.017 |
| Apr 30, 2018 | $0.017 |
| Mar 29, 2018 | $0.018 |
| Feb 28, 2018 | $0.017 |
| Jan 31, 2018 | $0.016 |
| Dec 29, 2017 | $0.017 |
| Nov 30, 2017 | $0.016 |
| Oct 31, 2017 | $0.014 |
| Sep 29, 2017 | $0.016 |
| Aug 31, 2017 | $0.015 |
| Jul 31, 2017 | $0.014 |
| Jun 30, 2017 | $0.015 |
| May 31, 2017 | $0.014 |
| Apr 28, 2017 | $0.014 |
| Mar 31, 2017 | $0.016 |
| Feb 28, 2017 | $0.014 |
| Jan 31, 2017 | $0.014 |
| Dec 30, 2016 | $0.015 |
| Nov 30, 2016 | $0.015 |
| Oct 31, 2016 | $0.014 |
| Sep 30, 2016 | $0.015 |
| Aug 31, 2016 | $0.015 |
| Jul 29, 2016 | $0.014 |
| Jun 30, 2016 | $0.015 |
| May 31, 2016 | $0.013 |
| Apr 29, 2016 | $0.016 |
| Mar 31, 2016 | $0.014 |
| Feb 29, 2016 | $0.013 |
| Jan 29, 2016 | $0.012 |
| Dec 31, 2015 | $0.014 |
| Nov 30, 2015 | $0.012 |
| Oct 30, 2015 | $0.013 |
| Sep 30, 2015 | $0.013 |
| Aug 31, 2015 | $0.012 |
| Jul 31, 2015 | $0.012 |
| Jun 30, 2015 | $0.013 |
| May 29, 2015 | $0.013 |
| Apr 30, 2015 | $0.013 |
| Mar 31, 2015 | $0.012 |
| Feb 27, 2015 | $0.013 |
| Jan 30, 2015 | $0.013 |
| Dec 31, 2014 | $0.013 |
| Nov 28, 2014 | $0.012 |
| Oct 31, 2014 | $0.013 |
| Sep 30, 2014 | $0.012 |
| Aug 29, 2014 | $0.013 |
| Jul 31, 2014 | $0.013 |
| Jun 30, 2014 | $0.013 |
| May 30, 2014 | $0.013 |
| Apr 30, 2014 | $0.014 |
| Mar 31, 2014 | $0.013 |
| Feb 28, 2014 | $0.014 |
| Jan 31, 2014 | $0.015 |
| Dec 31, 2013 | $0.014 |
| Nov 29, 2013 | $0.016 |
| Oct 31, 2013 | $0.015 |
| Sep 30, 2013 | $0.013 |
| Aug 30, 2013 | $0.016 |
| Jul 31, 2013 | $0.014 |
| Jun 28, 2013 | $0.014 |
| May 31, 2013 | $0.016 |
| Apr 30, 2013 | $0.017 |
| Mar 28, 2013 | $0.016 |
| Feb 28, 2013 | $0.018 |
| Jan 31, 2013 | $0.015 |
| Dec 31, 2012 | $0.016 |
| Nov 30, 2012 | $0.018 |
| Oct 31, 2012 | $0.018 |
| Sep 28, 2012 | $0.016 |
| Aug 31, 2012 | $0.020 |
| Jul 31, 2012 | $0.019 |
| Jun 29, 2012 | $0.020 |
| May 31, 2012 | $0.019 |
| Apr 30, 2012 | $0.020 |
| Mar 30, 2012 | $0.022 |
| Feb 29, 2012 | $0.022 |
| Jan 31, 2012 | $0.020 |
| Dec 30, 2011 | $0.023 |
| Nov 30, 2011 | $0.022 |
| Oct 31, 2011 | $0.020 |
| Sep 30, 2011 | $0.024 |
| Aug 31, 2011 | $0.022 |
| Jul 29, 2011 | $0.023 |
| Jun 30, 2011 | $0.023 |
| May 31, 2011 | $0.020 |
| Apr 29, 2011 | $0.023 |
| Mar 31, 2011 | $0.022 |
| Feb 28, 2011 | $0.023 |
| Jan 31, 2011 | $0.020 |
| Dec 31, 2010 | $0.024 |
| Nov 30, 2010 | $0.022 |
| Oct 29, 2010 | $0.022 |
| Sep 30, 2010 | $0.023 |
| Aug 31, 2010 | $0.023 |
| Jul 30, 2010 | $0.025 |
| Jun 30, 2010 | $0.024 |
| May 28, 2010 | $0.023 |
| Apr 30, 2010 | $0.028 |
| Mar 31, 2010 | $0.026 |
| Feb 26, 2010 | $0.028 |
| Jan 29, 2010 | $0.027 |
| Dec 31, 2009 | $0.033 |
| Nov 30, 2009 | $0.025 |
| Oct 30, 2009 | $0.030 |
| Sep 30, 2009 | $0.035 |
| Aug 31, 2009 | $0.034 |
| Jul 31, 2009 | $0.039 |
| Jun 30, 2009 | $0.038 |
| May 29, 2009 | $0.036 |
| Apr 30, 2009 | $0.037 |
| Mar 31, 2009 | $0.035 |
| Feb 27, 2009 | $0.037 |
| Jan 30, 2009 | $0.037 |
| Dec 31, 2008 | $0.038 |
| Nov 28, 2008 | $0.031 |
| Oct 31, 2008 | $0.036 |
| Sep 30, 2008 | $0.034 |
| Aug 29, 2008 | $0.036 |
| Jul 31, 2008 | $0.035 |
| Jun 30, 2008 | $0.033 |
| May 30, 2008 | $0.035 |
| Apr 30, 2008 | $0.034 |
| Mar 31, 2008 | $0.029 |
| Feb 29, 2008 | $0.036 |
| Jan 31, 2008 | $0.031 |
| Dec 31, 2007 | $0.033 |
| Nov 30, 2007 | $0.038 |
| Oct 31, 2007 | $0.035 |
| Sep 28, 2007 | $0.031 |
| Aug 31, 2007 | $0.038 |
| Jul 31, 2007 | $0.034 |
| Jun 29, 2007 | $0.036 |
| May 31, 2007 | $0.034 |
| Apr 30, 2007 | $0.034 |
| Mar 30, 2007 | $0.033 |
| Feb 28, 2007 | $0.032 |
| Jan 31, 2007 | $0.032 |
| Dec 29, 2006 | $0.034 |
| Oct 31, 2006 | $0.031 |
| Sep 29, 2006 | $0.034 |
| Aug 31, 2006 | $0.032 |
| Jul 31, 2006 | $0.030 |
| Jun 30, 2006 | $0.034 |
| May 31, 2006 | $0.032 |
| Apr 28, 2006 | $0.030 |
| Mar 31, 2006 | $0.034 |
| Feb 28, 2006 | $0.029 |
| Jan 31, 2006 | $0.034 |
| Dec 30, 2005 | $0.030 |
| Nov 30, 2005 | $0.029 |
| Oct 31, 2005 | $0.026 |
| Sep 30, 2005 | $0.029 |
| Aug 31, 2005 | $0.026 |
| Jul 29, 2005 | $0.027 |
| Jun 30, 2005 | $0.027 |
| May 31, 2005 | $0.025 |
| Apr 29, 2005 | $0.029 |
| Mar 31, 2005 | $0.025 |
| Feb 28, 2005 | $0.026 |
| Jan 31, 2005 | $0.023 |
| Dec 31, 2004 | $0.027 |
| Nov 30, 2004 | $0.024 |
| Oct 29, 2004 | $0.023 |
| Sep 30, 2004 | $0.026 |
| Aug 31, 2004 | $0.023 |
| Jul 30, 2004 | $0.026 |
| Jun 30, 2004 | $0.023 |
| May 28, 2004 | $0.022 |
| Apr 30, 2004 | $0.026 |
| Mar 31, 2004 | $0.024 |
| Feb 27, 2004 | $0.024 |
| Jan 30, 2004 | $0.023 |
| Dec 31, 2003 | $0.025 |
| Nov 28, 2003 | $0.024 |
| Oct 31, 2003 | $0.028 |
| Sep 30, 2003 | $0.025 |
| Aug 29, 2003 | $0.027 |
| Jul 31, 2003 | $0.029 |
| Jun 30, 2003 | $0.028 |
| May 30, 2003 | $0.032 |
| Apr 30, 2003 | $0.031 |
| Mar 31, 2003 | $0.028 |
| Feb 28, 2003 | $0.030 |
| Jan 31, 2003 | $0.031 |
| Dec 31, 2002 | $0.039 |
| Nov 29, 2002 | $0.041 |
| Oct 31, 2002 | $0.041 |
| Sep 30, 2002 | $0.032 |
| Aug 30, 2002 | $0.033 |
| Jul 31, 2002 | $0.036 |
| Jun 28, 2002 | $0.038 |
| May 31, 2002 | $0.052 |
| Apr 30, 2002 | $0.042 |
| Mar 28, 2002 | $0.047 |
| Feb 28, 2002 | $0.042 |
| Jan 31, 2002 | $0.043 |
| Dec 31, 2001 | $0.043 |
| Nov 30, 2001 | $0.055 |
| Oct 31, 2001 | $0.053 |
| Sep 28, 2001 | $0.047 |
| Aug 31, 2001 | $0.053 |
| Jul 31, 2001 | $0.053 |
| Jun 29, 2001 | $0.053 |
| May 31, 2001 | $0.053 |
| Apr 30, 2001 | $0.056 |
| Mar 30, 2001 | $0.052 |
| Feb 28, 2001 | $0.054 |
| Jan 31, 2001 | $0.058 |
| Dec 29, 2000 | $0.050 |
| Nov 30, 2000 | $0.053 |
| Oct 31, 2000 | $0.058 |
| Sep 29, 2000 | $0.052 |
| Aug 31, 2000 | $0.055 |
| Jul 31, 2000 | $0.055 |
| Jun 30, 2000 | $0.055 |
| May 31, 2000 | $0.058 |
| Apr 28, 2000 | $0.051 |
| Mar 31, 2000 | $0.053 |
| Feb 29, 2000 | $0.053 |
| Jan 31, 2000 | $0.053 |
| Dec 31, 1999 | $0.052 |
| Nov 30, 1999 | $0.055 |
| Oct 29, 1999 | $0.047 |
| Sep 30, 1999 | $0.051 |
| Aug 31, 1999 | $0.051 |
| Jul 30, 1999 | $0.048 |
| Jun 30, 1999 | $0.054 |
| May 28, 1999 | $0.043 |
| Apr 30, 1999 | $0.048 |
| Mar 31, 1999 | $0.052 |
| Feb 26, 1999 | $0.046 |
| Jan 29, 1999 | $0.044 |
| Dec 31, 1998 | $0.047 |
| Nov 30, 1998 | $0.052 |
| Oct 30, 1998 | $0.048 |
| Sep 30, 1998 | $0.050 |
| Aug 31, 1998 | $0.051 |
| Jul 31, 1998 | $0.051 |
| Jun 30, 1998 | $0.055 |
| May 29, 1998 | $0.048 |
| Apr 30, 1998 | $0.051 |
| Feb 27, 1998 | $0.049 |
| Jan 30, 1998 | $0.051 |
| Dec 31, 1997 | $0.056 |
| Dec 30, 1997 | $0.005 |
| Nov 28, 1997 | $0.047 |
| Oct 31, 1997 | $0.051 |
| Sep 30, 1997 | $0.054 |
| Aug 29, 1997 | $0.048 |
| Jul 31, 1997 | $0.051 |
| Jun 30, 1997 | $0.053 |
| May 30, 1997 | $0.050 |
| Apr 30, 1997 | $0.051 |
| Mar 31, 1997 | $0.051 |
| Feb 28, 1997 | $0.049 |
| Dec 31, 1996 | $0.053 |
| Nov 29, 1996 | $0.048 |
| Oct 31, 1996 | $0.051 |
| Sep 30, 1996 | $0.052 |
| Aug 30, 1996 | $0.050 |
| Jul 31, 1996 | $0.054 |
| Jun 26, 1996 | $0.047 |
| May 31, 1996 | $0.051 |
| Apr 30, 1996 | $0.053 |
| Mar 29, 1996 | $0.047 |
| Feb 29, 1996 | $0.050 |
| Jan 31, 1996 | $0.055 |
| Dec 29, 1995 | $0.050 |
| Nov 30, 1995 | $0.053 |
| Oct 31, 1995 | $0.056 |
| Sep 29, 1995 | $0.052 |
| Aug 31, 1995 | $0.054 |
| Jul 31, 1995 | $0.054 |
| Jun 30, 1995 | $0.054 |
| May 31, 1995 | $0.058 |
| Apr 28, 1995 | $0.050 |
| Mar 31, 1995 | $0.059 |
| Feb 28, 1995 | $0.051 |
| Jan 31, 1995 | $0.053 |
| Dec 30, 1994 | $0.050 |
| Nov 30, 1994 | $0.048 |
| Oct 31, 1994 | $0.047 |
| Sep 30, 1994 | $0.046 |
| Aug 31, 1994 | $0.046 |
| Jul 29, 1994 | $0.039 |
| Jun 30, 1994 | $0.040 |
| May 31, 1994 | $0.041 |
| Apr 29, 1994 | $0.036 |
| Mar 31, 1994 | $0.036 |
| Feb 28, 1994 | $0.037 |
| Jan 31, 1994 | $0.035 |
| Dec 31, 1993 | $0.035 |
| Nov 30, 1993 | $0.033 |
| Oct 29, 1993 | $0.032 |
| Sep 30, 1993 | $0.035 |
| Aug 31, 1993 | $0.036 |
| Jul 30, 1993 | $0.034 |
| Jun 30, 1993 | $0.033 |
USSBX - Fund Manager Analysis
Managers
Julianne Bass
Start Date
Tenure
Tenure Rank
Jan 04, 2007
13.83
13.8%
Julianne Bass, CFA, Victory Capital Senior Portfolio Manager–USAA Investments, A Victory Capital Investment Franchise, has co-managed the Fund since 2007. Ms. Bass has 32 years of investment management experience including 20 years with AMCO, which was acquired by the Adviser’s parent company in 2019. Education: B.B.A., University of Texas at Austin; M.B.A., University of Houston. She holds the Chartered Financial Analyst (“CFA”) designation and is a member of the CFA Institute and the CFA Society of San Antonio.
Brian Smith
Start Date
Tenure
Tenure Rank
Dec 01, 2013
6.92
6.9%
Brian W. Smith, CFA, CPA, Executive Director Mutual Funds Portfolios. Mr. Smith has started to engage in investment management and worked for USAA since 1999 and 1985, respectively. Education: B.B.A., University of Texas at San Antonio, M.B.A., University of Texas at San Antonio. He is a member of the CFA Institute and the CFA Society of San Antonio.
John Spear
Start Date
Tenure
Tenure Rank
Nov 04, 2016
3.99
4.0%
CFA, Senior Vice President, Chief Investment Officer of USAA Investments, has co-managed the Fund since November 2016. Mr. Spear has managed the USAA Life Insurance Portfolio since November 1999 and has supervised the USAA fixed-income portfolio management team since May 2012.Education: B.B.A., Western Illinois University. He holds the CFA designation and is a member of the CFA Institute and the CFA Society of San Antonio.
Kurt Daum
Start Date
Tenure
Tenure Rank
Nov 04, 2016
3.99
4.0%
Kurt Daum, J.D., Executive Director of Mutual Funds Portfolios, focusing on all areas of fixed-income research, has co-managed the Fund since November 2016. Prior to joining USAA, he was a Director at Highland Capital Management focused on fixed-income and private equity investing from January 2009 until November 2013. Education: B.B.A., University of Texas at Austin; J.D., University of Texas School of Law.
R.Neal Graves
Start Date
Tenure
Tenure Rank
Jul 01, 2019
1.34
1.3%
R. Neal Graves, CFA, CPA, Victory Capital Senior Portfolio Manager–USAA Investments, A Victory Capital Investment Franchise, has co-managed the Fund since July 2019. Education: Master in Professional Accounting, University of Texas at Austin and a B.B.A., University of Texas at Austin. He holds the CFA designation and is a member of the CFA Institute and the CFA Society of San Antonio.
James Jackson
Start Date
Tenure
Tenure Rank
Jul 01, 2019
1.34
1.3%
James F. Jackson, Jr., CFA, Victory Capital Senior Portfolio Manager and Head of Fixed Income Portfolio Management–USAA Investments, A Victory Capital Investment Franchise. Mr. Jackson has investment management experience since 2000, including 10 years with AMCO, which was acquired by the Adviser's parent company in 2019. Education: M.B.A. with High Distinction, Ross School of Business, University of Michigan and a B.S., United States Naval Academy. He holds the CFA designation and is a member of the CFA Institute and the CFA Society of San Antonio.
Douglas Rollwitz
Start Date
Tenure
Tenure Rank
Dec 01, 2019
0.92
0.9%
Douglas J. Rollwitz, CFA, CPA, is Assistant Investment Portfolio Manager at USAA Asset Management Company. Mr. Rollwitz has worked for us for 21 years. Education: B.B.A., University of Texas at San Antonio; M.B.A., University of Texas at Arlington. He holds the CFA designation and is a member of the CFA Institute and the San Antonio Financial Analysts Society.
Tenure Analysis
| Category Low | Category High | Category Average | Category Mode |
|---|---|---|---|
| 0.04 | 27.75 | 5.89 | 0.83 |