Morningstar Four & Five Star USAA Funds

When it comes to investing, you want results. Our disciplined approach to mutual fund management and performance stems from our military values of service, loyalty, honesty and integrity.

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 423 354 261
USAA Income 5 5 5 4 Intermediate-Term Bond 858 784 561
USAA Income Institutional 5 5 5 5 Intermediate-Term Bond 858 784 561
USAA Income R6 5 5 5 5 Intermediate-Term Bond 858 784 561
USAA International 5 4 4 5 Foreign Large Blend 605 536 355
USAA NASDAQ-100 Index 5 5 5 5 Large Growth 1213 1099 779
USAA NASDAQ-100 Index R6 5 5 5 5 Large Growth 1213 1099 779
USAA New York Bond 5 4 4 5 Muni New York Intermediate 52 50 39
USAA Tax Exempt Intermediate-Term 5 4 4 5 Muni National Interm 257 232 156
USAA Tax Exempt Long-Term 5 5 4 5 Muni National Long 142 123 103
USAA Virginia Bond 5 5 5 5 Muni Single State Intermediate 147 143 121
USAA Virginia Bond Adviser 5 5 5 5 Muni Single State Intermediate 147 143 121
USAA California Bond 4 4 4 4 Muni California Long 83 76 63
USAA Capital Growth 4 4 5 3 World Large Stock 717 591 340
USAA Capital Growth Institutional 4 4 5 3 World Large Stock 717 591 340
USAA Government Securities Institutional 4 4 4 3 Intermediate Government 229 219 165
USAA Government Securities R6 4 4 4 3 Intermediate Government 229 219 165
USAA Growth Institutional 4 4 4 3 Large Growth 1213 1099 779
USAA High Income 4 3 3 4 High Yield Bond 588 488 319
USAA High Income Institutional 4 3 4 4 High Yield Bond 588 488 319
USAA High Income R6 4 3 4 4 High Yield Bond 588 488 319
USAA Income Adviser 4 4 4 4 Intermediate-Term Bond 858 784 561
USAA Intermediate Term Bond R6 4 4 3 4 Corporate Bond 170 142 79
USAA Intermediate-Term Bond 4 4 3 4 Corporate Bond 170 142 79
USAA International Institutional 4 4 4 5 Foreign Large Blend 605 536 355
USAA New York Bond Adviser 4 4 4 4 Muni New York Intermediate 52 50 39
USAA S&P 500 Index Member 4 4 4 4 Large Blend 1204 1077 802
USAA S&P 500 Index Reward 4 4 4 4 Large Blend 1204 1077 802
USAA Short Term Bond R6 4 4 4 4 Short-Term Bond 455 393 255
USAA Short-Term Bond 4 4 4 4 Short-Term Bond 455 393 255
USAA Short-Term Bond Adviser 4 4 4 4 Short-Term Bond 455 393 255
USAA Short-Term Bond Institutional 4 4 4 5 Short-Term Bond 455 393 255
USAA Tax Exempt Intermediate-Term Adviser 4 4 4 4 Muni National Intermeditate 257 232 156
USAA Tax Exempt Long-Term Adviser 4 4 4 4 Muni National Long 142 123 103
USAA Tax Exempt Short-Term 4 4 4 4 Muni National Short 173 158 96
USAA Ultra Short-Term Bond 4 3 4 - Ultrashort Bond 140 107 -
USAA Ultra Short-Term Bond R6 4 3 4 - Ultrashort Bond 140 107 0
USAA World Growth 4 3 3 4 World Large Stock 717 591 340
USAA World Growth Institutional 4 3 3 4 World Large Stock 717 591 340
Fund Name Overall
USAA Growth and Tax Strategy 5
Morningstar Rating
3 YR 5
5 YR 5
10 YR 5
No. Funds in Category
3 YR 423
5 YR 354
10 YR 261
USAA Income 5
Morningstar Rating
3 YR 5
5 YR 5
10 YR 4
No. Funds in Category
3 YR 858
5 YR 784
10 YR 561
USAA Income Institutional 5
Morningstar Rating
3 YR 5
5 YR 5
10 YR 5
No. Funds in Category
3 YR 858
5 YR 784
10 YR 561
USAA Income R6 5
Morningstar Rating
3 YR 5
5 YR 5
10 YR 4
No. Funds in Category
3 YR 858
5 YR 784
10 YR 561
USAA International 5
Morningstar Rating
3 YR 4
5 YR 4
10 YR 5
No. Funds in Category
3 YR 605
5 YR 536
10 YR 355
USAA NASDAQ-100 Index 5
Morningstar Rating
3 YR 5
5 YR 5
10 YR 5
No. Funds in Category
3 YR 1213
5 YR 1099
10 YR 779
USAA NASDAQ-100 Index R6 5
Morningstar Rating
3 YR 5
5 YR 5
10 YR 5
No. Funds in Category
3 YR 1213
5 YR 1099
10 YR 779
USAA New York Bond 5
Morningstar Rating
3 YR 4
5 YR 4
10 YR 5
No. Funds in Category
3 YR 52
5 YR 50
10 YR 39
USAA Tax Exempt Intermediate-Term 5
Morningstar Rating
3 YR 4
5 YR 4
10 YR 5
No. Funds in Category
3 YR 257
5 YR 232
10 YR 156
USAA Tax Exempt Long-Term 5
Morningstar Rating
3 YR 5
5 YR 4
10 YR 5
No. Funds in Category
3 YR 142
5 YR 123
10 YR 103
USAA Virginia Bond 5
Morningstar Rating
3 YR 5
5 YR 5
10 YR 5
No. Funds in Category
3 YR 147
5 YR 143
10 YR 121
USAA Virginia Bond Adviser 5
Morningstar Rating
3 YR 5
5 YR 5
10 YR 5
No. Funds in Category
3 YR 147
5 YR 143
10 YR 121
USAA California Bond 4
Morningstar Rating
3 YR 4
5 YR 4
10 YR 4
No. Funds in Category
3 YR 83
5 YR 76
10 YR 63
USAA Capital Growth 4
Morningstar Rating
3 YR 4
5 YR 5
10 YR 3
No. Funds in Category
3 YR 717
5 YR 591
10 YR 340
USAA Capital Growth Institutional 4
Morningstar Rating
3 YR 4
5 YR 5
10 YR 3
No. Funds in Category
3 YR 717
5 YR 591
10 YR 340
USAA Government Securities Institutional 4
Morningstar Rating
3 YR 4
5 YR 4
10 YR 3
No. Funds in Category
3 YR 229
5 YR 219
10 YR 165
USAA Government Securities R6 4
Morningstar Rating
3 YR 4
5 YR 4
10 YR 3
No. Funds in Category
3 YR 229
5 YR 219
10 YR 165
USAA Growth Institutional 4
Morningstar Rating
3 YR 4
5 YR 4
10 YR 3
No. Funds in Category
3 YR 1213
5 YR 1099
10 YR 779
USAA High Income 4
Morningstar Rating
3 YR 3
5 YR 3
10 YR 4
No. Funds in Category
3 YR 588
5 YR 488
10 YR 319
USAA High Income Institutional 4
Morningstar Rating
3 YR 3
5 YR 4
10 YR 4
No. Funds in Category
3 YR 588
5 YR 488
10 YR 319
USAA High Income R6 4
Morningstar Rating
3 YR 3
5 YR 4
10 YR 4
No. Funds in Category
3 YR 588
5 YR 488
10 YR 319
USAA Income Adviser 4
Morningstar Rating
3 YR 4
5 YR 4
10 YR 4
No. Funds in Category
3 YR 858
5 YR 784
10 YR 561
USAA Intermediate Term Bond R6 4
Morningstar Rating
3 YR 4
5 YR 3
10 YR 4
No. Funds in Category
3 YR 170
5 YR 142
10 YR 79
USAA Intermediate-Term Bond 4
Morningstar Rating
3 YR 4
5 YR 3
10 YR 4
No. Funds in Category
3 YR 170
5 YR 142
10 YR 79
USAA International Institutional 4
Morningstar Rating
3 YR 4
5 YR 4
10 YR 5
No. Funds in Category
3 YR 605
5 YR 536
10 YR 355
USAA New York Bond Adviser 4
Morningstar Rating
3 YR 4
5 YR 4
10 YR 4
No. Funds in Category
3 YR 52
5 YR 50
10 YR 39
USAA S&P 500 Index Member 4
Morningstar Rating
3 YR 4
5 YR 4
10 YR 4
No. Funds in Category
3 YR 1204
5 YR 1077
10 YR 802
USAA S&P 500 Index Reward 4
Morningstar Rating
3 YR 4
5 YR 4
10 YR 4
No. Funds in Category
3 YR 1204
5 YR 1077
10 YR 802
USAA Short Term Bond R6 4
Morningstar Rating
3 YR 4
5 YR 4
10 YR 4
No. Funds in Category
3 YR 455
5 YR 393
10 YR 255
USAA Short-Term Bond 4
Morningstar Rating
3 YR 4
5 YR 4
10 YR 4
No. Funds in Category
3 YR 455
5 YR 393
10 YR 255
USAA Short-Term Bond Adviser 4
Morningstar Rating
3 YR 4
5 YR 4
10 YR 4
No. Funds in Category
3 YR 455
5 YR 393
10 YR 255
USAA Short-Term Bond Institutional 4
Morningstar Rating
3 YR 4
5 YR 4
10 YR 5
No. Funds in Category
3 YR 455
5 YR 393
10 YR 255
USAA Tax Exempt Intermediate-Term Adviser 4
Morningstar Rating
3 YR 4
5 YR 4
10 YR 4
No. Funds in Category
3 YR 257
5 YR 232
10 YR 156
USAA Tax Exempt Long-Term Adviser 4
Morningstar Rating
3 YR 4
5 YR 4
10 YR 4
No. Funds in Category
3 YR 142
5 YR 123
10 YR 103
USAA Tax Exempt Short-Term 4
Morningstar Rating
3 YR 4
5 YR 4
10 YR 4
No. Funds in Category
3 YR 173
5 YR 158
10 YR 96
USAA Ultra Short-Term Bond 4
Morningstar Rating
3 YR 3
5 YR 4
10 YR -
No. Funds in Category
3 YR 140
5 YR 107
10 YR -
USAA Ultra Short-Term Bond R6 4
Morningstar Rating
3 YR 3
5 YR 4
10 YR -
No. Funds in Category
3 YR 140
5 YR 107
10 YR 0
USAA World Growth 4
Morningstar Rating
3 YR 3
5 YR 3
10 YR 4
No. Funds in Category
3 YR 717
5 YR 591
10 YR 340
USAA World Growth Institutional 4
Morningstar Rating
3 YR 3
5 YR 3
10 YR 4
No. Funds in Category
3 YR 717
5 YR 591
10 YR 340

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 March 31, 2018.

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