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 497 402 267
USAA Intermediate-Term Bond 5 5 4 5 Intermediate Core-Plus Bond 539 448 332
USAA Intermediate-Term Bond Institutional 5 5 4 5 Intermediate Core-Plus Bond 539 448 332
USAA Intermediate-Term Bond R6 5 5 5 5 Intermediate Core-Plus Bond 539 448 332
USAA International 5 4 4 5 Foreign Large Blend 611 489 365
USAA International Institutional 5 5 4 5 Foreign Large Blend 611 489 365
USAA International R6 5 5 4 5 Foreign Large Blend 611 489 365
USAA Nasdaq 100 Index 5 4 5 5 Large Growth 1243 1110 822
USAA Nasdaq 100 Index R6 5 4 5 5 Large Growth 1243 1110 822
USAA New York Bond 5 5 5 5 Muni New York Intermediate 48 46 39
USAA Virginia Bond 5 5 5 5 Muni Single State Intermediate 136 131 111
USAA 500 Index Member 4 4 4 4 Large Blend 1222 1086 825
USAA 500 Index Reward 4 4 4 4 Large Blend 1222 1086 825
USAA California Bond 4 4 3 4 Muni California Long 90 87 69
USAA Cornerstone Conservative 4 4 4 - Allocation--15% to 30% Equity 178 149 -
USAA Government Securities Institutional 4 4 3 3 Intermediate Government 211 193 149
USAA High Income 4 3 3 4 High Yield Bond 613 532 344
USAA High Income Institutional 4 3 3 4 High Yield Bond 613 532 344
USAA High Income R6 4 3 3 4 High Yield Bond 613 532 344
USAA Income 4 4 4 4 Intermediate Core-Plus Bond 539 448 332
USAA Income Adviser 4 4 4 3 Intermediate Core-Plus Bond 539 448 332
USAA Income R6 4 4 5 4 Intermediate Core-Plus Bond 539 448 332
USAA Income Institutional 4 4 5 4 Intermediate Core-Plus Bond 539 448 332
USAA Income Stock 4 4 4 4 Large Value 1090 944 693
USAA Income Stock Institutional 4 4 4 4 Large Value 1090 944 693
USAA Income Stock R6 4 4 4 4 Large Value 1090 944 693
USAA Intermediate-Term Bond Adviser 4 4 4 5 Intermediate Core-Plus Bond 539 448 332
USAA International Adviser 4 4 4 5 Foreign Large Blend 611 489 365
USAA New York Bond Adviser 4 4 4 4 Muni New York Intermediate 48 46 39
USAA Short-Term Bond 4 4 4 4 Short-Term Bond 488 436 277
USAA Short-Term Bond Institutional 4 4 4 4 Short-Term Bond 488 436 277
USAA Short-Term Bond R6 4 4 4 4 Short-Term Bond 488 436 277
USAA Ultra Short-Term Bond 4 4 4 - Ultrashort Bond 154 130 -
USAA Ultra Short-Term Bond Institutional 4 4 4 - Ultra Short Bond 154 130 -
USAA Ultra Short-Term Bond R6 4 4 4 - Ultra Short Bond 154 130 -
USAA Tax Exempt Long-Term 4 4 4 4 Muni National Long 147 133 110
USAA Tax Exempt Intermediate-Term 4 4 4 4 Muni National Intermediate 244 217 149
USAA Tax Exempt Short-Term 4 4 4 4 Muni National Short 179 162 117
USAA Virginia Bond Adviser 4 4 4 5 Muni Single State Intermediate 136 131 111
USAA World Growth 4 4 4 4 World Large Stock 727 599 368
USAA World Growth Adviser 4 3 4 4 World Large Stock 727 599 368
USAA World Growth Institutional 4 4 4 4 World Large Stock 727 599 368
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 497
5 YR 402
10 YR 267
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 448
10 YR 332
USAA Intermediate-Term Bond Institutional 5
Morningstar Rating
3 YR 5
5 YR 4
10 YR 5
No. Funds in Category
3 YR 539
5 YR 448
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 448
10 YR 332
USAA International 5
Morningstar Rating
3 YR 4
5 YR 4
10 YR 5
No. Funds in Category
3 YR 611
5 YR 489
10 YR 365
USAA International Institutional 5
Morningstar Rating
3 YR 5
5 YR 4
10 YR 5
No. Funds in Category
3 YR 611
5 YR 489
10 YR 365
USAA International R6 5
Morningstar Rating
3 YR 5
5 YR 4
10 YR 5
No. Funds in Category
3 YR 611
5 YR 489
10 YR 365
USAA NASDAQ 100 Index 5
Morningstar Rating
3 YR 4
5 YR 5
10 YR 5
No. Funds in Category
3 YR 1243
5 YR 1110
10 YR 822
USAA Nasdaq 100 Index R6 5
Morningstar Rating
3 YR 4
5 YR 5
10 YR 5
No. Funds in Category
3 YR 1243
5 YR 1110
10 YR 822
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 39
USAA Virginia Bond 5
Morningstar Rating
3 YR 5
5 YR 5
10 YR 5
No. Funds in Category
3 YR 136
5 YR 131
10 YR 111
USAA 500 Index Member 4
Morningstar Rating
3 YR 4
5 YR 4
10 YR 4
No. Funds in Category
3 YR 1222
5 YR 1086
10 YR 825
USAA 500 Index Reward 4
Morningstar Rating
3 YR 4
5 YR 4
10 YR 4
No. Funds in Category
3 YR 1222
5 YR 1086
10 YR 825
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 178
5 YR 149
10 YR -
USAA Government Securities Institutional 4
Morningstar Rating
3 YR 4
5 YR 3
10 YR 3
No. Funds in Category
3 YR 211
5 YR 193
10 YR 149
USAA High Income 4
Morningstar Rating
3 YR 3
5 YR 3
10 YR 4
No. Funds in Category
3 YR 613
5 YR 532
10 YR 344
USAA High Income Institutional 4
Morningstar Rating
3 YR 3
5 YR 3
10 YR 4
No. Funds in Category
3 YR 613
5 YR 532
10 YR 344
USAA High Income R6 4
Morningstar Rating
3 YR 3
5 YR 3
10 YR 4
No. Funds in Category
3 YR 613
5 YR 532
10 YR 344
USAA Income 4
Morningstar Rating
3 YR 4
5 YR 4
10 YR 4
No. Funds in Category
3 YR 539
5 YR 448
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 448
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 448
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 448
10 YR 332
USAA Income Stock 4
Morningstar Rating
3 YR 4
5 YR 4
10 YR 4
No. Funds in Category
3 YR 1090
5 YR 944
10 YR 693
USAA Income Stock Institutional 4
Morningstar Rating
3 YR 4
5 YR 4
10 YR 4
No. Funds in Category
3 YR 1090
5 YR 944
10 YR 693
USAA Income Stock R6 4
Morningstar Rating
3 YR 4
5 YR 4
10 YR 4
No. Funds in Category
3 YR 1090
5 YR 944
10 YR 693
USAA Intermediate-Term Bond Adviser 4
Morningstar Rating
3 YR 4
5 YR 4
10 YR 5
No. Funds in Category
3 YR 539
5 YR 448
10 YR 332
USAA International Adviser 4
Morningstar Rating
3 YR 4
5 YR 4
10 YR 5
No. Funds in Category
3 YR 611
5 YR 489
10 YR 365
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 39
USAA Short-Term Bond 4
Morningstar Rating
3 YR 4
5 YR 4
10 YR 4
No. Funds in Category
3 YR 488
5 YR 436
10 YR 277
USAA Short-Term Bond Institutional 4
Morningstar Rating
3 YR 4
5 YR 4
10 YR 4
No. Funds in Category
3 YR 488
5 YR 436
10 YR 277
USAA Short-Term Bond R6 4
Morningstar Rating
3 YR 4
5 YR 4
10 YR 4
No. Funds in Category
3 YR 488
5 YR 436
10 YR 277
USAA Ultra Short-Term Bond 4
Morningstar Rating
3 YR 4
5 YR 4
10 YR -
No. Funds in Category
3 YR 154
5 YR 130
10 YR -
USAA Ultra Short-Term Bond Institutional 4
Morningstar Rating
3 YR 4
5 YR 4
10 YR -
No. Funds in Category
3 YR 154
5 YR 130
10 YR -
USAA Ultra Short-Term Bond R6 4
Morningstar Rating
3 YR 4
5 YR 4
10 YR N/A
No. Funds in Category
3 YR 154
5 YR 130
10 YR -
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 133
10 YR 110
USAA Tax Exempt Intermediate-Term 4
Morningstar Rating
3 YR 4
5 YR 4
10 YR 4
No. Funds in Category
3 YR 244
5 YR 217
10 YR 149
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 117
USAA Virginia Bond Adviser 4
Morningstar Rating
3 YR 4
5 YR 4
10 YR 5
No. Funds in Category
3 YR 136
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 727
5 YR 599
10 YR 368
USAA World Growth Adviser 4
Morningstar Rating
3 YR 3
5 YR 4
10 YR 4
No. Funds in Category
3 YR 727
5 YR 599
10 YR 368
USAA World Growth Institutional 4
Morningstar Rating
3 YR 4
5 YR 4
10 YR 4
No. Funds in Category
3 YR 727
5 YR 599
10 YR 368

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 September 30, 2019.

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