Funds Impacted by Earning
Fund Mojo provides investors and financial advisors with deep financial intelligence through systematic data collection, correlation and analysis, as well as a community and gateway to connect investors with peers and financial experts to help each other with investments and financial planning needs.
Mutual Fund Insights: USAA Target Retirement 2050 Fund (URFFX)
In-depth Analysis of USAA Target Retirement 2050 (URFFX)
6 months 1 year 3 year 5 year |
-
Last Trade: $9.07 on 11/20/2009, Change: -0.04 (-0.44%)
Fund Manager - Ronald Sweet
Fund Manager Tenure: 1.3 yearsFundmojo Fund Grade: N/A (Score: *manager is new*) (What does this score mean?)Ronald Sweet has 21 years of investment management experience and has worked for IMCO for 21 years. Ronald Sweet holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society of San Antonio.
Category Average: 17.83% , -7.07% , 1.10% | Category Average: 0.65% | Category Average: 101.88% |
What we like about USAA Target Retirement 2050 Fund (URFFX)
Data for USAA Target Retirement 2050 Fund (URFFX) as of October 31, 2009
- USAA Target Retirement 2050 Fund (URFFX) is a new fund and has been performing well against its peers for both three-month and 1-year performance
- USAA Target Retirement 2050 Fund (URFFX) has good short-term performance (1-year return 22.62% vs 17.83% Target Date 2050+ category average)
- USAA Target Retirement 2050 Fund (URFFX) has an annual stock turnover rate of 2.00% vs Target Date 2050+ average of 101.88%. It is good that USAA Target Retirement 2050 management does not trade extensively for its return.
- USAA Target Retirement 2050 Fund (URFFX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses
What we are cautious about USAA Target Retirement 2050 Fund (URFFX)
Data for USAA Target Retirement 2050 Fund (URFFX) as of October 31, 2009
- USAA Target Retirement 2050 Fund (URFFX) management has been with USAA Target Retirement 2050 Fund for only 1.3 years, it is hard to judge manager's ability based on this fund's operation record
- USAA Target Retirement 2050 Fund (URFFX) has a higher management fee of 0.79% than its Target Date 2050+ average of 0.65%
Interested in other top mutual funds in similar Target Date 2050+ category?
Below are some additional Target Date 2050+ mutual funds generated out of our database
USAA Target Retirement 2050 Fund (URFFX) Net Asset
Track net asset change of USAA Target Retirement 2050 fund (URFFX)
| Date | Net Asset |
| 10/2009 | $73.18M |
| 09/2009 | $68.20M |
| 08/2009 | $60.53M |
USAA Target Retirement 2050 Fund (URFFX) Portfolio Allocation
Track portfolio allocation change of USAA Target Retirement 2050 fund (URFFX)
| Date | Cash | Stock | Bond | Other |
| 07/2009 | 2.02% | 3.93% | 0% | 94.06% |
| 04/2009 | 1.6% | 4% | 0% | 94.47% |
| 01/2009 | 2.96% | 3.77% | 0% | 93.27% |
Most Recent Top 10 Holdings in USAA Target Retirement 2050 Fund (URFFX)
Discover what USAA Target Retirement 2050 Fund (URFFX) manager is buying
Usaa Mut Fds Tr [19.35%] Usaa Mut Fds Tr [13.69%] Usaa Mut Fds Tr [13.45%] Usaa Mut Fds Tr [10.6%] Usaa Mut Fds Tr [8.35%] Usaa Mut Fds Tr [4.17%] USAA S&P 500 Index Reward [3.99%] Usaa Mut Fds Tr [2.82%] Usaa Mut Fds Tr [2.43%] | Usaa Mut Fds Tr [18.28%] Usaa Mut Fds Tr [15.4%] Usaa Mut Fds Tr [13.22%] Usaa Mut Fds Tr [10.32%] Usaa Mut Fds Tr [8.34%] USAA S&P 500 Index Reward [3.99%] Usaa Mut Fds Tr [3.27%] Usaa Mut Fds Tr [2.61%] Usaa Mut Fds Tr [2.43%] | Usaa Mut Fds Tr [17.35%] Usaa Mut Fds Tr [14.72%] Usaa Mut Fds Tr [12.78%] Usaa Mut Fds Tr [10.2%] Usaa Mut Fds Tr [8.35%] Usaa Mut Fds Tr [4.75%] USAA S&P 500 Index Reward [3.81%] Usaa Mut Fds Tr [2.43%] N/A [0%] |
Related books and products to USAA Target Retirement 2050 Fund (URFFX)
Latest News on USAA Target Retirement 2050 (URFFX)
See what is happening with USAA Target Retirement 2050 Fund (URFFX)
Unique Method to Discover Best Fund Managers with Proven Results
Financial Optimization through Technology Innovation
- Fund Mojo Score is 0.75 (A+) and above
- Fund Manager has been with the fund for more than 5 years
- Key performances (1-year, 3-year and 5-year performance) beat its category peers
- 5-year return is positive
- Initial investment requirement is less or equal to $10,000
Click here to download!
Hot selling products
Want details? Click here for performance numbers and sector breakdown of USAA Target Retirement 2050 Fund (URFFX)
| Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data. |
