USIBX : USAA Intermediate-Term Bond Fund

USIBX is a Bond Market Total US Bond Market with MODERATE fees.

USIBX

USAA Intermediate-Term Bond Fund

FI Score

66 /100

Expense Ratio Rating

7 /10

Expense Rating

4 /10

Market Score

8 /10

Category Score

10 /10

Market Size

8 /10

66% FI Score
  • usibx
  • Mutual Fund
  • Bond
  • Total US Bond Market

USAA Intermediate-Term Bond Fund

Expenses: 0.64% (Better than 1% of similar funds)

This is an OK choice for a Total US Bond Market Bond fund. See why ยป

Fund Summary

The investment seeks high current income without undue risk to principal. The fund normally invests at least 80% of its assets in a broad range of debt securities that have a dollar-weighted average portfolio maturity between three to 10 years. It will invest primarily in investment-grade securities, but also may invest up to 10% of its net assets in below-investment-grade securities, which are sometimes referred to as high-yield or "junk" bonds.

Largest Holdings

Amount Holding
2.64% United States Treasury Notes 1.62%
2.39% United States Treasury Bonds 3.38%
1.67% United States Treasury Bonds 2.5%
1.42% Federal National Mortgage Association 4%
1.01% United States Treasury Notes 2.38%
0.90% Federal National Mortgage Association 3.5%
0.86% Federal National Mortgage Association 4%
0.81% Federal Home Loan Mortgage Corporation 2.6%
0.53% Federal National Mortgage Association 2.5%
0.53% Nationwide Mutual Insurance Company 3.03%
0.48% US Treasury Bond Future June 20
0.42% HAWAII ST DEPT BUSINESS ECONOMIC DEV & TOURISM GREEN ENERGY MKT SECURITIZAT
0.42% One Bryant Park Trust 2019-Obp 2.52%
0.41% 10 Year Treasury Note Future June 20
0.41% RBS Citizens Financial Group Inc 4.15%
0.40% Federal Home Loan Mortgage Corporation 2.54%
0.40% Eastern Maine Healthcare Systems 3.71%
0.39% Bank 2017-Bnk6 3.52%
0.37% Bamll Coml Mtg Secs Tr 2015-200p 3.49%
0.37% Dairy Farmers of America Inc 0%
0.37% Mercury General Corporation 4.4%
0.36% United States Treasury Bonds 2.25%
0.35% Federal Home Loan Mortgage Corporation 2.85%
0.35% Commercial Mortgage Trust 2017 3.46%
0.34% Boardwalk Pipelines LP 4.45%

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