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Mutual Fund Insights: USAA High-Yield Opportunities Fund (USHYX)

In-depth Analysis of USAA High-Yield Opportunities Fund (USHYX)

Mutual fund chart: USAA High-Yield Opportunities Fund (USHYX)

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See USAA High-Yield Opportunities Fund (USHYX) performance details as of January 31, 2010

  

    Last Trade: $8.08 on 3/18/2010, Change: +0.02 (0.25%)

  

Fund Manager - R. Matthew Freund

Fund Manager Tenure: 10.6 years
Fundmojo Fund Grade: A (Score: 0.76)     (What does this score mean?)
Freund is an assistant vice president and portfolio manager with United Services Automobile Association, his employer since 1994. He is a member of the Association for Investment Management and Research and the San Antonio Financial Analysts Society, Inc. Freund holds a Chartered Financial Analyst designation.  Get more insights on R. Matthew Freund

  

What we like about USAA High-Yield Opportunities Fund (USHYX) What we like about USAA High-Yield Opportunities Fund (USHYX)

Data for USAA High-Yield Opportunities Fund (USHYX) as of January 31, 2010

  • USAA High-Yield Opportunities Fund (USHYX) management has been with USAA High-Yield Opportunities Fund for 10.6 years
  • USAA High-Yield Opportunities Fund (USHYX) has good short-term performance (1-year return 52.11% vs 41.66% High Yield Bond category average)
  • USAA High-Yield Opportunities Fund (USHYX) has good mid-term performance (3-year return 4.41% vs 3.11% High Yield Bond category average)
  • USAA High-Yield Opportunities Fund (USHYX) has good Long-term performance (5-year return 5.70% vs 4.59% High Yield Bond category average)
  • USAA High-Yield Opportunities Fund (USHYX) ratio of up-years vs down years is greater than 2
  • USAA High-Yield Opportunities Fund (USHYX) has a Morningstar rating of 4 and above
  • USAA High-Yield Opportunities Fund (USHYX) has an annual stock turnover rate of 46.00% vs High Yield Bond average of 95.38%. It is good that USAA High-Yield Opportunities management does not trade extensively for its return.
  • USAA High-Yield Opportunities Fund (USHYX) is less volatile than its peers as it has a 3-year Standard Deviation of 14.58, lower than category average of 15.39
  • USAA High-Yield Opportunities Fund (USHYX) has a lower management fee than its High Yield Bond average: 1.03% vs 1.21%
  • USAA High-Yield Opportunities Fund (USHYX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about USAA High-Yield Opportunities Fund (USHYX) What we are cautious about USAA High-Yield Opportunities Fund (USHYX)

Data for USAA High-Yield Opportunities Fund (USHYX) as of January 31, 2010

See USAA High-Yield Opportunities Fund (USHYX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar High Yield Bond category?

Below are some additional High Yield Bond mutual funds generated out of our database

  

USAA High-Yield Opportunities Fund (USHYX) Net Asset

Track net asset change of USAA High-Yield Opportunities fund (USHYX)

DateNet Asset
01/2010$1.14B
11/2009$1.04B
10/2009$969.10M
More historic net asset information on USAA High-Yield Opportunities Fund (USHYX)

  

USAA High-Yield Opportunities Fund (USHYX) Portfolio Allocation

Track portfolio allocation change of USAA High-Yield Opportunities fund (USHYX)

DateCashStockBondOther
10/20091.57%0.89%93.61%3.93%
07/20094.88%0.75%90.26%4.11%
04/20092.37%1.16%98.34%3.59%
Click here to see more historic asset allocation information on USAA High-Yield Opportunities Fund (USHYX)

  

Most Recent Top 10 Holdings in USAA High-Yield Opportunities Fund (USHYX)

Discover what USAA High-Yield Opportunities Fund (USHYX) manager is buying

31-Oct-09
iShares iBoxx $ High Yield Corporate Bd [3.78%]
SPDR Barclays Capital High Yield Bond [3.07%]
Qwest Comms Intl 7.5% [1.16%]
Puget Sound Engy FRN [1.13%]
Enbridge Engy Partners L P FRN [0.96%]
First Data 9.875% [0.91%]
Southern Un FRN [0.9%]
Entpr Prods Oper FRN [0.82%]
Leucadia Natl 144A 8.65% [0.81%]
Charter Comms Oper 144A 10% [0.81%]

31-Jul-09
iShares iBoxx $ High Yield Corporate Bd [4.71%]
SPDR Barclays Capital High Yield Bond [3.65%]
Qwest Comms Intl 7.5% [1.32%]
FIRST DATA [0.94%]
ENBRIDGE ENERGY PARTNERS L P [0.89%]
Puget Sound Engy FRN [0.82%]
Entpr Prods Oper FRN [0.81%]
Sungard Data Sys 10.25% [0.8%]
Teppco Partners L P FRN [0.79%]
Charter Comms Oper 144A 10% [0.78%]

30-Apr-09
iShares iBoxx $ High Yield Corporate Bd [2.17%]
Qwest Comms Intl 7.5% [1.86%]
Charter Comms Oper 144A 8% [1.1%]
Pxre Cap Tr I 8.85% [1.04%]
Sungard Data Sys 10.25% [1.01%]
Leucadia Natl 144A 8.65% [0.99%]
Sprint Cap 8.375% [0.95%]
Tfm Sa De C V 9.375% [0.91%]
Intelsat 11.25% [0.85%]
Ntl Cable 8.75% [0.83%]
Click here for Stock Holding Change Map in USAA High-Yield Opportunities Fund (USHYX)

  

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