Mutual Fund Insights: USAA Tax Exempt Short-Term Fund (USSTX)

In-depth Analysis of USAA Tax Exempt Short-Term Fund (USSTX)

3 months 6 months 1 year 3 year 5 year

See USAA Tax Exempt Short-Term Fund (USSTX) performance details as of February 28, 2010

  

Last Trade: $10.67 on 3/19/2010, Change: 0.00 (0%)

  

Fund Manager - Regina Shafer

Fund Manager Tenure: 6.8 years
Fundmojo Fund Grade: A (Score: 0.72)     (What does this score mean?)

Regina Shafer joined USAA Investment Management Company in 1991. Regina Shafer worked for five years in mutual fund support, performing accounting and reporting functions for fund portfolios. In 1996, Regina Shafer moved to a position as a fixed-income securities analyst before being named a portfolio manager in 1999. Regina Shafer holds the Certified Public Accountant and Chartered Financial Analyst designation.  Get more insights on Regina Shafer

  

 What we like about USAA Tax Exempt Short-Term Fund (USSTX)

Data for USAA Tax Exempt Short-Term Fund (USSTX) as of February 28, 2010

• USAA Tax Exempt Short-Term Fund (USSTX) management has been with USAA Tax Exempt Short-Term Fund for 6.8 years
• USAA Tax Exempt Short-Term Fund (USSTX) has good short-term performance (1-year return 5.80% vs 4.82 % Muni National Short category average)
• USAA Tax Exempt Short-Term Fund (USSTX) has good mid-term performance (3-year return 4.02% vs 3.45 % Muni National Short category average)
• USAA Tax Exempt Short-Term Fund (USSTX) has good Long-term performance (5-year return 3.58% vs 3.04 % Muni National Short category average)
• USAA Tax Exempt Short-Term Fund (USSTX) ratio of up-years vs down years is greater than 2
• USAA Tax Exempt Short-Term Fund (USSTX) has a Morningstar rating of 4 and above
• USAA Tax Exempt Short-Term Fund (USSTX) has an annual stock turnover rate of 24.00% vs Muni National Short average of 40.25%. It is good that USAA Tax Exempt Short-Term management does not trade extensively for its return.
• USAA Tax Exempt Short-Term Fund (USSTX) is less volatile than its peers as it has a 3-year Standard Deviation of 2.06, lower than category average of 2.59
• USAA Tax Exempt Short-Term Fund (USSTX) has a lower management fee than its Muni National Short average: 0.56% vs 0.84%
• USAA Tax Exempt Short-Term Fund (USSTX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

 What we are cautious about USAA Tax Exempt Short-Term Fund (USSTX)

Data for USAA Tax Exempt Short-Term Fund (USSTX) as of February 28, 2010

See USAA Tax Exempt Short-Term Fund (USSTX) performance details as of February 28, 2010

  

  

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USAA Tax Exempt Short-Term Fund (USSTX) Net Asset

Track net asset change of USAA Tax Exempt Short-Term fund (USSTX)

Date	Net Asset
02/2010	$1.74B
01/2010	$1.71B
11/2009	$1.64B

More historic net asset information on USAA Tax Exempt Short-Term Fund (USSTX)

  

USAA Tax Exempt Short-Term Fund (USSTX) Portfolio Allocation

Track portfolio allocation change of USAA Tax Exempt Short-Term fund (USSTX)

Date	Cash	Stock	Bond	Other
09/2009	6.01%	0%	93.99%	0%
06/2009	7.47%	0%	92.53%	0%
03/2009	11.14%	0%	88.86%	0%

Click here to see more historic asset allocation information on USAA Tax Exempt Short-Term Fund (USSTX)

  

Most Recent Top 10 Holdings in USAA Tax Exempt Short-Term Fund (USSTX)

Discover what USAA Tax Exempt Short-Term Fund (USSTX) manager is buying

30-Sep-09 California St Econ Recover Rev Bds 1.05% [1.64%] Jasper Cnty Ind Pollutn Ctl Re Ref 5.6% [1.44%] Lackawanna Cnty Pa Var Rate [1.31%] Amer Falls Idaho Reservoir Ref-Var R [1.3%] Chesapeake Va Indl Dev Auth 3.9% [1.28%] LANGHORNE MANOR BORO PA HIGHER REF BDS [1.27%] Washington St Hsg Fin Commn No Var Rev B [1.24%] California St Ctfs [1.23%] Matagorda Cnty Tex Nav Dist 5.125% [1.17%] Sandusky Cnty Ohio Hosp Fac Re Var Rev B [1.09%]

30-Jun-09 PETERSBURG IND POLLUTN CTL REV POLLUTN C [1.7%] Jasper Cnty Ind Pollutn Ctl Re Ref 5.6% [1.5%] Cookeville Tenn Regl Med Ctr A Var Rev B [1.48%] Lackawanna Cnty Pa Var Rate [1.48%] New York St Engy Resh & Dev Polutn Ct [1.48%] Amer Falls Idaho Reservoir Ref-Var R [1.47%] Langhorne Manor Boro Pa Higher Ref Bds [1.43%] Chesapeake Va Indl Dev Auth 3.9% [1.41%] Matagorda Cnty Tex Nav Dist 5.125% [1.31%] Sandusky Cnty Ohio Hosp Fac Re Var Rev B [1.23%]

31-Mar-09 CALIFORNIA INFRASTRUCTURE & EC VAR RATE [1.71%] Montgomery Cnty Ohio Hosp Rev Var Rate [1.67%] Petersburg Ind Pollutn Ctl Rev Pollutn C [1.67%] New York St Engy Resh & Dev Polutn Ct [1.67%] Amer Falls Idaho Reservoir Ref-Var R [1.66%] Jasper Cnty Ind Pollutn Ctl Re Ref 5.6% [1.65%] Chesapeake Va Indl Dev Auth 3.9% [1.6%] Ohio Cnty Ky Pollution Ctl Rev Pollution [1.59%] Matagorda Cnty Tex Nav Dist [1.47%] Tulsa Okla Arpts Impt Tr Genl Arpts [1.42%]

Click here for Stock Holding Change Map in USAA Tax Exempt Short-Term Fund (USSTX)

  

Related books and products to USAA Tax Exempt Short-Term Fund (USSTX)

  

Latest News on USAA Tax Exempt Short-Term (USSTX)

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Books and Resources

 

 

See more information on USAA Tax Exempt Short-Term Fund (USSTX)

• USAA Tax Exempt Short-Term Fund Insights
• USAA Tax Exempt Short-Term Fund Performance Data
• USAA Tax Exempt Short-Term Fund News
• USAA Tax Exempt Short-Term Fund Score Explaination
• USAA Tax Exempt Short-Term Fund Manager Information
• Historic USAA Tax Exempt Short-Term Fund Asset Allocation Report
• Historic USAA Tax Exempt Short-Term Fund Top 10 Holding Tracking
• Historic USAA Tax Exempt Short-Term Fund Asset Under Management Tracking