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Mutual Funds Weekly Roundup: August 2
Brian Mathews
|
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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.
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| Period | USSBX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | 0.9% | -31.9% | 954.3% | 66.56% |
| 1 Yr | 1.0% | -28.0% | 949.8% | 65.85% |
| 3 Yr | 0.4%* | -17.5% | 120.9% | 71.19% |
| 5 Yr | 0.4%* | -8.5% | 60.7% | 62.98% |
| 10 Yr | 0.1%* | -5.2% | 14.4% | 64.13% |
* Annualized
| Period | USSBX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2019 | 2.1% | -5.8% | 20.3% | 83.72% |
| 2018 | -1.2% | -29.6% | 4.6% | 18.42% |
| 2017 | 0.3% | -6.0% | 15.8% | 77.31% |
| 2016 | 1.1% | -7.8% | 15.0% | 20.37% |
| 2015 | -1.6% | -11.6% | 3.0% | 61.29% |
| Period | USSBX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | 0.9% | -31.9% | 954.3% | 66.56% |
| 1 Yr | 1.0% | -28.0% | 949.8% | 65.81% |
| 3 Yr | 0.4%* | -17.5% | 120.9% | 73.52% |
| 5 Yr | 0.4%* | -8.5% | 60.7% | 66.45% |
| 10 Yr | 0.1%* | -5.2% | 16.1% | 73.01% |
* Annualized
| Period | USSBX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2019 | 2.1% | -5.8% | 20.3% | 83.86% |
| 2018 | -1.2% | -29.6% | 4.6% | 24.27% |
| 2017 | 0.3% | -6.0% | 15.8% | 80.85% |
| 2016 | 1.1% | -7.8% | 15.0% | 26.88% |
| 2015 | -1.6% | -9.9% | 3.0% | 68.63% |
| USSBX | Category Low | Category High | USSBX % Rank | |
|---|---|---|---|---|
| Net Assets | 2.83 B | 619 K | 88.4 B | 19.99% |
| Number of Holdings | 642 | 1 | 10083 | 26.56% |
| Net Assets in Top 10 | 196 M | -202 M | 26.9 B | 37.96% |
| Weighting of Top 10 | 6.81% | 2.6% | 100.0% | 95.33% |
| Weighting | Return Low | Return High | USSBX % Rank | |
|---|---|---|---|---|
| Bonds | 92.21% | 78.92% | 199.79% | 80.06% |
| Cash | 5.96% | -128.23% | 19.68% | 22.06% |
| Convertible Bonds | 1.47% | 0.00% | 9.45% | 22.84% |
| Preferred Stocks | 0.37% | -0.17% | 22.02% | 6.62% |
| Stocks | 0.00% | -4.99% | 21.62% | 34.10% |
| Other | 0.00% | -9.40% | 31.94% | 33.41% |
| Weighting | Return Low | Return High | USSBX % Rank | |
|---|---|---|---|---|
| Corporate | 52.51% | 0.00% | 99.00% | 12.73% |
| Securitized | 31.71% | 0.00% | 97.53% | 21.88% |
| Municipal | 6.83% | 0.00% | 100.06% | 46.74% |
| Cash & Equivalents | 5.96% | -26.49% | 93.17% | 27.11% |
| Government | 2.99% | -2.21% | 99.96% | 48.76% |
| Derivative | 0.00% | 0.00% | 39.43% | 38.10% |
| Weighting | Return Low | Return High | USSBX % Rank | |
|---|---|---|---|---|
| US | 78.20% | 49.78% | 199.79% | 88.69% |
| Non US | 14.01% | -12.10% | 39.65% | 11.90% |
| USSBX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Expense Ratio | 0.57% | 0.01% | 34.57% | 71.08% |
| Management Fee | 0.20% | 0.00% | 1.60% | 6.14% |
| 12b-1 Fee | N/A | 0.00% | 1.00% | N/A |
| Administrative Fee | 0.15% | 0.00% | 0.50% | 72.91% |
| USSBX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Front Load | N/A | 0.50% | 5.75% | N/A |
| Deferred Load | N/A | 0.25% | 5.50% | N/A |
| USSBX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Max Redemption Fee | N/A | 1.00% | 2.00% | N/A |
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% | 496.90% | 52.52% |
| USSBX | Category Low | Category High | USSBX % Rank | |
|---|---|---|---|---|
| Dividend Yield | 0.00% | 0.00% | 3.88% | 30.79% |
| USSBX | Category Low | Category High | Category Mod | |
|---|---|---|---|---|
| Dividend Distribution Frequency | Monthly | Monthly | Monthly | Monthly |
| USSBX | Category Low | Category High | USSBX % Rank | |
|---|---|---|---|---|
| Net Income Ratio | 2.68% | -0.81% | 6.02% | 36.80% |
| USSBX | Category Low | Category High | Capital Mode | |
|---|---|---|---|---|
| Capital Gain Distribution Frequency | Annually | Annually | Daily | Annually |
| 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 |
Start Date
Tenure
Tenure Rank
Jan 04, 2007
13.67
13.7%
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.
Start Date
Tenure
Tenure Rank
Dec 01, 2013
6.75
6.8%
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.
Start Date
Tenure
Tenure Rank
Nov 04, 2016
3.82
3.8%
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.
Start Date
Tenure
Tenure Rank
Nov 04, 2016
3.82
3.8%
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.
Start Date
Tenure
Tenure Rank
Jul 01, 2019
1.17
1.2%
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.
Start Date
Tenure
Tenure Rank
Jul 01, 2019
1.17
1.2%
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.
Start Date
Tenure
Tenure Rank
Dec 01, 2019
0.75
0.8%
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.
| Category Low | Category High | Category Average | Category Mode |
|---|---|---|---|
| 0.04 | 33.3 | 7.05 | 0.17 |
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