MyPlanIQ USAA

USAA

This Plan is unrated.
Investment Options
Total Available Funds: 38
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS USEMX USAA Emerging Markets
INTERNATIONAL EQUITY
WORLD STOCK USAWX USAA World Growth
WORLD STOCK USCGX USAA Capital Growth
Foreign Large Growth USIFX USAA International
Others
EQUITY PRECIOUS METALS USAGX USAA Precious Metals and Minerals
Conservative Allocation USBLX USAA Growth and Tax Strategy
Target Date 2050+ URFFX USAA Target Retirement 2050
FIXED INCOME
Intermediate Government USGNX USAA GNMA
High Yield Bond USHYX USAA High-Yield Opportunities
Short-Term Bond USSBX USAA Short-Term Bond
Total Available Funds: 38
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS USEMX USAA Emerging Markets
INTERNATIONAL EQUITY
WORLD STOCK USAWX USAA World Growth
WORLD STOCK USCGX USAA Capital Growth
Foreign Large Growth USIFX USAA International
Others
EQUITY PRECIOUS METALS USAGX USAA Precious Metals and Minerals
Conservative Allocation USBLX USAA Growth and Tax Strategy
Target Date 2050+ URFFX USAA Target Retirement 2050
Moderate Allocation USCRX USAA Cornerstone Strategy
Target Date 2036-2040 URFRX USAA Target Retirement 2040
Target Date 2026-2030 URTRX USAA Target Retirement 2030
Moderate Allocation USBSX USAA Balanced Strategy
Technology USSCX USAA Science & Technology
Retirement Income URINX USAA Target Retirement Income
Target Date 2016-2020 URTNX USAA Target Retirement 2020
Moderate Allocation UFSGX USAA First Start Growth
FIXED INCOME
Intermediate Government USGNX USAA GNMA
High Yield Bond USHYX USAA High-Yield Opportunities
Short-Term Bond USSBX USAA Short-Term Bond
Intermediate-Term Bond USAIX USAA Income
Muni National Short USSTX USAA Tax Exempt Short-Term
Intermediate-Term Bond USIBX USAA Intermediate-Term Bond
Muni California Long USCBX USAA CA Bond
Muni National Interm USATX USAA Tax Exempt Intermediate-Term
Muni New York Long USNYX USAA NY Bond
Muni Single State Interm USVAX USAA VA Bond
Muni National Long USTEX USAA Tax Exempt Long-Term
Muni Single State Long UFLTX USAA FL Tax-Free Income
US EQUITY
LARGE GROWTH USNQX USAA Nasdaq-100 Index
LARGE VALUE UVALX USAA Value
LARGE BLEND USPRX USAA S&P 500 Index Reward
SMALL BLEND USCAX USAA Small Cap Stock
LARGE BLEND USSPX USAA S&P 500 Index Member
LARGE GROWTH USAAX USAA Growth
LARGE GROWTH USAUX USAA Aggressive Growth
MID-CAP BLEND USMIX USAA Extended Market Index
LARGE BLEND USGRX USAA Growth & Income
LARGE VALUE USISX USAA Income Stock
LARGE BLEND USTRX USAA Total Return Strategy
Total Available Funds: 38
  • R*: Redemption (Minimum months to hold).
  • RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
  • WP: Waiting Period (minimum months to wait before buy again).
  • M*:Mark (p: proxy, n: not used).
Asset Class Ticker Description Rating R* RT WP Expense Yield
Emerging Market
DIVERSIFIED EMERGING MKTS USEMX USAA Emerging Markets 86% 3 60 0 1.47% 1.53%
INTERNATIONAL EQUITY
WORLD STOCK USAWX USAA World Growth 89% 3 60 0 1.05% 0.33%
WORLD STOCK USCGX USAA Capital Growth 87% 3 60 0 1.25% 1.01%
Foreign Large Growth USIFX USAA International 85% 3 60 0 1.02% 1.33%
Others
EQUITY PRECIOUS METALS USAGX USAA Precious Metals and Minerals 96% 3 60 0 1.18% 2.88%
Conservative Allocation USBLX USAA Growth and Tax Strategy 85% 3 60 0 0.54% 2.04%
Target Date 2050+ URFFX USAA Target Retirement 2050 76% 3 60 0 0.57% 9.82%
Moderate Allocation USCRX USAA Cornerstone Strategy 75% 3 60 0 1.18% 2.06%
Target Date 2036-2040 URFRX USAA Target Retirement 2040 71% 3 60 0 0.55% 9.29%
Target Date 2026-2030 URTRX USAA Target Retirement 2030 71% 3 60 0 0.54% 8.47%
Moderate Allocation USBSX USAA Balanced Strategy 71% 3 60 0 1.14% 1.93%
Technology USSCX USAA Science & Technology 56% 3 60 0 0.95% 0%
Retirement Income URINX USAA Target Retirement Income 54% 3 60 0 0.52% 6.73%
Target Date 2016-2020 URTNX USAA Target Retirement 2020 0% 3 60 0 0.57% 2.32%
Moderate Allocation UFSGX USAA First Start Growth 0% 3 60 0 1.47% 6.05%
FIXED INCOME
Intermediate Government USGNX USAA GNMA 85% 3 60 0 0.42% 3.27%
High Yield Bond USHYX USAA High-Yield Opportunities 84% 3 60 0 0.57% 6.95%
Short-Term Bond USSBX USAA Short-Term Bond 82% 3 60 0 0.33% 3.57%
Intermediate-Term Bond USAIX USAA Income 80% 3 60 0 0.54% 3.8%
Muni National Short USSTX USAA Tax Exempt Short-Term 76% 3 60 0 0.56% 2.74%
Intermediate-Term Bond USIBX USAA Intermediate-Term Bond 73% 3 60 0 0.41% 4.06%
Muni California Long USCBX USAA CA Bond 72% 3 60 0 0.59% 3.21%
Muni National Interm USATX USAA Tax Exempt Intermediate-Term 72% 3 60 0 0.44% 3.24%
Muni New York Long USNYX USAA NY Bond 71% 3 60 0 0.64% 3.4%
Muni Single State Interm USVAX USAA VA Bond 63% 3 60 0 0.51% 3.11%
Muni National Long USTEX USAA Tax Exempt Long-Term 58% 3 60 0 0.5% 3.64%
Muni Single State Long UFLTX USAA FL Tax-Free Income 0% 3 60 0 NA 2.03%
US EQUITY
LARGE GROWTH USNQX USAA Nasdaq-100 Index 91% 3 60 0 0.3% 2.22%
LARGE VALUE UVALX USAA Value 80% 3 60 0 0.91% 1.17%
LARGE BLEND USPRX USAA S&P 500 Index Reward 78% 3 60 0 0.15% 1.21%
SMALL BLEND USCAX USAA Small Cap Stock 76% 3 60 0 1.08% 0%
LARGE BLEND USSPX USAA S&P 500 Index Member 75% 3 60 0 0.24% 2.05%
LARGE GROWTH USAAX USAA Growth 74% 3 60 0 0.82% 0%
LARGE GROWTH USAUX USAA Aggressive Growth 73% 3 60 0 1.02% 0%
MID-CAP BLEND USMIX USAA Extended Market Index 73% 3 60 0 0.38% 4.48%
LARGE BLEND USGRX USAA Growth & Income 69% 3 60 0 0.72% 0.93%
LARGE VALUE USISX USAA Income Stock 67% 3 60 0 0.68% 5.76%
LARGE BLEND USTRX USAA Total Return Strategy 0% 3 60 0 1.82% 0.47%
Average Expense Ratio: 0.75%
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Model Portfolios
Strategic Asset Allocation - Equal Weight: Click here to see this strategy description
Equal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 4.4% 15.6% 1.0% 4.2% 4.6% 6.2%

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Asset Allocation Composite: Click here to see this strategy description
Strategic Asset Allocation with Dynamic Risk Adjustment YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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*     AR: Annualized Return
**   YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.


Description
The plan consists of 47 funds. It covers 4 major asset classes and 28 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Emerging Market Equity and Fixed Income.


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