Morningstar Four & Five Star USAA Funds

The following USAA mutual funds have earned four or five stars from Morningstar based on their performance.

  MORNINGSTAR RATING No. Funds in Category
Fund Name Overall 3 Yr 5 Yr 10 Yr Rating Category Overall/ 3 Yr 5 Yr 10 Yr
USAA Growth and Tax Strategy 5 5 5 5 Allocation--30% to 50% Equity 492 398 265
USAA Intermediate-Term Bond 5 5 4 5 Intermediate Core-Plus Bond 539 453 332
USAA Intermediate-Term Bond Institutional 5 5 5 5 Intermediate Core-Plus Bond 539 453 332
USAA Intermediate-Term Bond R6 5 5 5 5 Intermediate Core-Plus Bond 539 453 332
USAA International 5 5 5 5 Foreign Large Blend 611 488 362
USAA International Institutional 5 5 5 5 Foreign Large Blend 611 488 362
USAA International R6 5 5 5 5 Foreign Large Blend 611 488 362
USAA Nasdaq 100 Index 5 4 5 5 Large Growth 1235 1100 812
USAA Nasdaq 100 Index R6 5 4 5 5 Large Growth 1235 1100 812
USAA New York Bond 5 5 5 5 Muni New York Intermediate 48 46 38
USAA California Bond 4 4 3 4 Muni California Long 90 87 69
USAA Cornerstone Conservative 4 4 4 - Allocation--15% to 30% Equity 192 162 -
USAA Government Securities Institutional 4 4 3 3 Intermediate Government 205 190 149
USAA Growth Institutional 4 3 4 4 Large Growth 1235 1100 812
USAA High Income 4 4 3 4 High Yield Bond 610 524 337
USAA High Income Institutional 4 4 3 5 High Yield Bond 610 524 337
USAA High Income R6 4 4 3 4 High Yield Bond 610 524 337
USAA Income 4 4 4 4 Intermediate Core-Plus Bond 539 453 332
USAA Income Adviser 4 4 4 3 Intermediate Core-Plus Bond 539 453 332
USAA Income Institutional 4 4 5 4 Intermediate Core-Plus Bond 539 453 332
USAA Income R6 4 4 5 4 Intermediate Core-Plus Bond 539 453 332
USAA Intermediate-Term Bond Adviser 4 5 4 5 Intermediate Core-Plus Bond 539 453 332
USAA Income Stock 4 3 4 4 Large Value 1103 956 696
USAA Income Stock Institutional 4 3 4 4 Large Value 1103 956 696
USAA Income Stock R6 4 3 4 4 Large Value 1103 956 696
USAA International Adviser 4 5 4 5 Foreign Large Blend 611 488 362
USAA New York Bond Adviser 4 4 4 4 Muni New York Intermediate 48 46 38
USAA Short-Term Bond 4 4 4 4 Short-Term Bond 478 421 269
USAA Short-Term Bond Institutional 4 4 4 4 Short-Term Bond 478 421 269
USAA Short-Term Bond R6 4 4 4 4 Short-Term Bond 478 421 269
USAA 500 Index Fund Member 4 4 4 4 Large Blend 1205 1066 809
USAA 500 Index Fund Reward 4 4 4 4 Large Blend 1205 1066 809
USAA Tax Exempt Long-Term 4 4 4 4 Muni National Long 147 131 111
USAA Tax Exempt Intermediate-Term 4 4 4 4 Muni National Interm 242 217 150
USAA Tax Exempt Short-Term 4 4 4 4 Muni National Short 179 162 112
USAA Ultra Short-Term Bond 4 4 4 - Ultrashort Bond 151 128 -
USAA Ultra Short-Term Bond Institutional 4 4 4 - Ultra Short Bond 151 128 -
USAA Ultra Short-Term Bond R6 4 4 4 - Ultra Short Bond 151 128 -
USAA Virginia Bond Adviser 4 4 4 5 Muni Single State Intermediate 133 131 111
USAA World Growth 4 4 4 4 World Large Stock 722 594 350
USAA World Growth Institutional 4 4 4 4 World Large Stock 722 594 350
Fund Name Overall
USAA Intermediate-Term Bond 5
Morningstar Rating
3 YR 5
5 YR 4
10 YR 5
No. Funds in Category
3 YR 539
5 YR 453
10 YR 332
USAA Intermediate-Term Bond Institutional 5
Morningstar Rating
3 YR 5
5 YR 5
10 YR 5
No. Funds in Category
3 YR 539
5 YR 453
10 YR 332
USAA Intermediate-Term Bond R6 5
Morningstar Rating
3 YR 5
5 YR 5
10 YR 5
No. Funds in Category
3 YR 539
5 YR 453
10 YR 332
USAA International 5
Morningstar Rating
3 YR 5
5 YR 5
10 YR 5
No. Funds in Category
3 YR 611
5 YR 488
10 YR 362
USAA International Institutional 5
Morningstar Rating
3 YR 5
5 YR 5
10 YR 5
No. Funds in Category
3 YR 611
5 YR 488
10 YR 362
USAA International R6 5
Morningstar Rating
3 YR 5
5 YR 5
10 YR 5
No. Funds in Category
3 YR 611
5 YR 488
10 YR 362
USAA Growth and Tax Strategy 5
Morningstar Rating
3 YR 5
5 YR 5
10 YR 5
No. Funds in Category
3 YR 492
5 YR 398
10 YR 265
USAA NASDAQ 100 Index 5
Morningstar Rating
3 YR 4
5 YR 5
10 YR 5
No. Funds in Category
3 YR 1235
5 YR 1100
10 YR 812
USAA Nasdaq 100 Index R6 5
Morningstar Rating
3 YR 4
5 YR 5
10 YR 5
No. Funds in Category
3 YR 1235
5 YR 1100
10 YR 812
USAA New York Bond 5
Morningstar Rating
3 YR 5
5 YR 5
10 YR 5
No. Funds in Category
3 YR 48
5 YR 46
10 YR 38
USAA California Bond 4
Morningstar Rating
3 YR 4
5 YR 3
10 YR 4
No. Funds in Category
3 YR 90
5 YR 87
10 YR 69
USAA Cornerstone Conservative 4
Morningstar Rating
3 YR 4
5 YR 4
10 YR -
No. Funds in Category
3 YR 192
5 YR 162
10 YR -
USAA Government Securities Institutional 4
Morningstar Rating
3 YR 4
5 YR 3
10 YR 3
No. Funds in Category
3 YR 205
5 YR 190
10 YR 149
USAA Growth Institutional 4
Morningstar Rating
3 YR 3
5 YR 4
10 YR 4
No. Funds in Category
3 YR 1235
5 YR 1100
10 YR 812
USAA High Income 4
Morningstar Rating
3 YR 4
5 YR 3
10 YR 4
No. Funds in Category
3 YR 610
5 YR 524
10 YR 337
USAA High Income Institutional 4
Morningstar Rating
3 YR 4
5 YR 3
10 YR 5
No. Funds in Category
3 YR 610
5 YR 524
10 YR 337
USAA High Income R6 4
Morningstar Rating
3 YR 4
5 YR 3
10 YR 4
No. Funds in Category
3 YR 610
5 YR 524
10 YR 337
USAA Income 4
Morningstar Rating
3 YR 4
5 YR 4
10 YR 4
No. Funds in Category
3 YR 539
5 YR 453
10 YR 332
USAA Income Adviser 4
Morningstar Rating
3 YR 4
5 YR 4
10 YR 3
No. Funds in Category
3 YR 539
5 YR 453
10 YR 332
USAA Income Institutional 4
Morningstar Rating
3 YR 4
5 YR 5
10 YR 4
No. Funds in Category
3 YR 539
5 YR 453
10 YR 332
USAA Income R6 4
Morningstar Rating
3 YR 4
5 YR 5
10 YR 4
No. Funds in Category
3 YR 539
5 YR 453
10 YR 332
USAA Intermediate-Term Bond Adviser 4
Morningstar Rating
3 YR 5
5 YR 4
10 YR 5
No. Funds in Category
3 YR 539
5 YR 453
10 YR 332
USAA Income Stock 4
Morningstar Rating
3 YR 3
5 YR 4
10 YR 4
No. Funds in Category
3 YR 1103
5 YR 956
10 YR 696
USAA Income Stock Institutional 4
Morningstar Rating
3 YR 3
5 YR 4
10 YR 4
No. Funds in Category
3 YR 1103
5 YR 956
10 YR 696
USAA Income Stock R6 4
Morningstar Rating
3 YR 3
5 YR 4
10 YR 4
No. Funds in Category
3 YR 1103
5 YR 956
10 YR 696
USAA International Adviser 4
Morningstar Rating
3 YR 5
5 YR 4
10 YR 5
No. Funds in Category
3 YR 611
5 YR 488
10 YR 362
USAA New York Bond Adviser 4
Morningstar Rating
3 YR 4
5 YR 4
10 YR 4
No. Funds in Category
3 YR 48
5 YR 46
10 YR 38
USAA Short-Term Bond 4
Morningstar Rating
3 YR 4
5 YR 4
10 YR 4
No. Funds in Category
3 YR 478
5 YR 421
10 YR 269
USAA Short-Term Bond Institutional 4
Morningstar Rating
3 YR 4
5 YR 4
10 YR 4
No. Funds in Category
3 YR 478
5 YR 421
10 YR 269
USAA Short-Term Bond R6 4
Morningstar Rating
3 YR 4
5 YR 4
10 YR 4
No. Funds in Category
3 YR 478
5 YR 421
10 YR 269
USAA 500 Index Fund Member 4
Morningstar Rating
3 YR 4
5 YR 4
10 YR 4
No. Funds in Category
3 YR 1205
5 YR 1066
10 YR 809
USAA 500 Index Fund Reward 4
Morningstar Rating
3 YR 4
5 YR 4
10 YR 4
No. Funds in Category
3 YR 1205
5 YR 1066
10 YR 809
USAA Tax Exempt Long-Term 4
Morningstar Rating
3 YR 4
5 YR 4
10 YR 4
No. Funds in Category
3 YR 147
5 YR 131
10 YR 111
USAA Tax Exempt Intermediate-Term 4
Morningstar Rating
3 YR 4
5 YR 4
10 YR 4
No. Funds in Category
3 YR 242
5 YR 217
10 YR 150
USAA Tax Exempt Short-Term 4
Morningstar Rating
3 YR 4
5 YR 4
10 YR 4
No. Funds in Category
3 YR 179
5 YR 162
10 YR 112
USAA Ultra Short-Term Bond Institutional 4
Morningstar Rating
3 YR 4
5 YR 4
10 YR -
No. Funds in Category
3 YR 151
5 YR 128
10 YR -
USAA Ultra Short-Term Bond R6 4
Morningstar Rating
3 YR 4
5 YR 4
10 YR -
No. Funds in Category
3 YR 151
5 YR 128
10 YR -
USAA Virginia Bond Adviser 4
Morningstar Rating
3 YR 4
5 YR 4
10 YR 5
No. Funds in Category
3 YR 133
5 YR 131
10 YR 111
USAA World Growth 4
Morningstar Rating
3 YR 4
5 YR 4
10 YR 4
No. Funds in Category
3 YR 722
5 YR 594
10 YR 350
USAA World Growth Institutional 4
Morningstar Rating
3 YR 4
5 YR 4
10 YR 4
No. Funds in Category
3 YR 722
5 YR 594
10 YR 350

The Overall Morningstar Rating for a fund is derived from a weighted average of the performance figures associated with its three-, five- and ten-year (if applicable) Morningstar Rating metrics. Ratings are based on risk adjusted returns.

Morningstar ratings are as of June 30, 2019.

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