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1 USAA Tax Exempt Intermediate-Term Fund - Victory Capital
https://investor.vcm.com/products/mutual-funds/mutual-funds-list/usaa-tax-exempt-intermediate-term-fund
The fund invests principally in investment-grade, tax-exempt securities with an average dollar-weighted portfolio maturity of between three and ten years.
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2 USAA Tax Exempt Intermediate Term Fund - US News Money
https://money.usnews.com/funds/mutual-funds/muni-national-interm/usaa-tax-exempt-intermediate-term-fund/usatx
As of October 18, 2022, the fund has assets totaling almost $3.93 billion invested in 1,245 different holdings. Its portfolio consists of municipal bonds (debt ...
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3 USAA Bond - MutualFunds.com
https://mutualfunds.com/fund-company/usaa/bond/
Browse USAA Bond to find information on returns, expenses, dividend yield, fund managers and asset class allocations.
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4 USAA Tax Exempt Intermediate-Term (USATX) - Morningstar
https://www.morningstar.com/funds/xnas/usatx/quote
USAA Tax Exempt Intermediate-Term team's process is straightforward, but it does not give this strategy an edge over its muni national intermediate peers.
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5 USAA Tax-Exempt Intermediate-Term Fund - USATX
https://www.marketwatch.com/investing/fund/usatx
The Fund seeks to provide investors with interest income that is exempt from federal income tax. The Fund invests in investment-grade securities, the interest ...
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6 Brokerage Accounts, Online Stock Trading and Investing - USAA
https://www.usaa.com/inet/wc/investments-brokerage
Explore investment options from our trusted provider Charles Schwab. Start trading stocks, fractional shares, bonds, options, mutual funds and ETFs.
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7 USAA Family of Funds - IRA and 403(b)(7) Custodial Accounts
https://www.aamentalhealth.org/docs/403(b)%20fund%20types.pdf
The following is a summary of USAA Investment Management Company's (USAA) complete lineup of mutual funds for IRA, ... Code Taxable Bond Funds.
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8 USAA Bond Funds | BondFunds.com - BondFunds.com
http://bondfunds.com/family/usaa/
Search for Bond Funds ... Fund Name. USAA CA Bond (USCBX). USAA FL Tax-Free Income (UFLTX). USAA GNMA (USGNX) ... USAA Tax Exempt Intermediate-Term (USATX).
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9 USAA NEW YORK BOND FUND - SEC.gov
https://www.sec.gov/Archives/edgar/data/908695/000168386321004423/f9367d1.htm
The USAA New York Bond Fund (the "Fund") provides New York investors with a high level of current interest income that is exempt from federal income tax and New ...
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10 USAA's new bond funds chief keeps eye on income
https://www.investmentnews.com/usaas-new-bond-funds-chief-keeps-eye-on-income-2-2555
Promotion to lead a bond mutual fund team just before an expected interest rate hike ... USAA's taxable bond funds maintain a less-pronounced income focus, ...
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11 USAA Short-Term Bond Fund, USSBX summary - FT.com
https://markets.ft.com/data/funds/tearsheet/summary?s=USSBX
USAA Short-Term Bond Fund ; US bond, 81.72% ; Non-US bond, 11.85% ; Cash, 5.83% ; US stock, 0.00% ; Non-US stock, 0.00%.
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12 USAIX Performance & Stats | USAA Income - YCharts
https://ycharts.com/mutual_funds/M:USAIX
Basic Info ; Equity Style, -- ; Fixed Income Style, Medium Quality/Moderate Sensitivity ; Broad Asset Class, Taxable Bond ; Broad Category, Fixed Income ; Category ...
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13 USAA Income Institutional (UIINX)
https://www.aaii.com/fund/ticker/UIINX
Insights. Fixed Income. Global Asset Class. Taxable Bond. Fund Group. Intermediate Core-Plus Bond. Category. $11.100. NAV (as of Nov 17). $1,000,000.00.
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14 Victory Capital to Acquire USAA Asset Management Company
https://s26.q4cdn.com/410981916/files/doc_news/archive/a7f5fee3-fb58-4f7d-aad0-7959513c8e6f.pdf
It was also ranked 3rd in the taxable bond category for 2016 and 5th for ... USAA mutual funds have experienced an average 10-year organic ...
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15 USAA Short-Term Bond Fund USSBX
https://www.schwab.wallst.com/Prospect/Research/mutualfunds/Summary.asp?symbol=ussbx
The investment seeks high current income consistent with preservation of principal. The fund normally invests at least 80% of its assets in a broad range of ...
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16 Victory Capital Receives High Honors in Barron's Best Fund ...
https://www.yahoo.com/now/victory-capital-receives-high-honors-120000578.html
Victory Funds ranked first in the Mixed Asset category and ranked third in the Municipal Bond category for the one-year period. USAA Mutual ...
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17 Victory Capital to Acquire USAA Asset ... - GlobeNewswire
https://www.globenewswire.com/en/news-release/2018/11/06/1646477/0/en/Victory-Capital-to-Acquire-USAA-Asset-Management-Company.html
It was also ranked 3rd in the taxable bond category for 2016 and 5th for ... USAA mutual funds have experienced an average 10-year organic ...
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18 USAA High Income Fund No Load (USHYX) Stock Price ...
https://seekingalpha.com/symbol/USHYX
Analysis · 5 Taxable Bond Funds To Ride On 12 Straight Weeks Of Inflow · 3 Best USAA Mutual Funds For Sturdy Return · 4 Best-Ranked High-Yield Bond Mutual Funds To ...
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19 usaa mutual funds trust - onlineprospectus.net
https://vcm.onlineprospectus.net/VCM/MOB_library/MOB_data/LIB_SummaryProspectus/USAA-MAY-28083-SAI/USAA-MAY-28083-SAI.pdf
Short-Term Bond Fund, USAA Ultra Short-Term Bond Fund, and USAA Tax Exempt Short-Term Fund). Some investors try to profit.
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20 The 3 Best USAA Mutual Funds | The Motley Fool
https://www.fool.com/investing/general/2016/05/30/the-3-best-usaa-mutual-funds.aspx
This fund is pretty novel. The USAA Growth and Tax Strategy Fund invests in a mix of stocks and municipal bonds. The goal is to generate tax- ...
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21 How Active Taxable Bond Managers Could Outshine Their ...
https://www.fa-mag.com/news/how-active-taxable-bond-managers-could-outshine-their-peers-in-2021-60506.html
USAA's ETFs and mutual funds have duration and risk mandates, so Jackson's teams avoid taking on credit risk to achieve yields. Instead, they ...
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22 Best Mutual Funds Awards 2022: Best US Taxable Bond Funds
https://www.investors.com/etfs-and-funds/mutual-funds/best-mutual-funds-awards-2022-best-us-taxable-bond-funds/
› etfs-and-funds › best-mutu...
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23 What USAA's Sale of their Investment Business Means to You
https://themilitarywallet.com/usaa-victory-capital-schwab/
After the transitions, Victory Capital and Schwab expect to handle these funds better than USAA. That's a great financial deal for the account ...
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24 Mutual fund and ETF screener - Vanguard
https://personal.vanguard.com/us/FundsMFSBasicSearch?FROM=VAN
Mutual funds · Exchange-traded funds (ETFs) · Both · Stock funds, Bond funds · Domestic, Taxable · International, Tax-exempt · Specialty, Vanguard money market funds.
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25 Is the USAA Money Market Fund USAXX Worth It?
https://www.investopedia.com/articles/personal-finance/050916/usaa-money-market-fund-worth-it-usaxx.asp
Learn about the USAA Money Market Fund and how it offers safety to short-term ... Some of the bond holdings might be foreign or domestic securities, ...
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26 USAA High Income Fd Shs (USHYX) - Nasdaq
https://www.nasdaq.com/market-activity/funds-and-etfs/ushyx
News · 3 USAA Mutual Funds for Sturdy Returns · 5 Best Taxable Bond Funds to Buy in August · 5 Best Taxable Bond Funds to Buy in August · 5 Best-Performing Taxable ...
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27 Don't forget bond funds - Nov. 27, 2002 - CNN
https://money.cnn.com/2002/07/11/funds/money100bonds/index.htm
The yields on munis tend to be lower than those on taxable bonds, so low costs are especially important in choosing a muni bond fund.
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28 USAA Growth and Tax Strategy Fund | USAA Asset Management ...
https://citywireusa.com/registered-investment-advisor/fund/usaa-growth-and-tax-strategy/c36206?periodMonths=36
Using preset target ranges, the fund's strategy is to invest a majority of its assets in tax-exempt bonds and money market instruments (50% - 70%) and the ...
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29 Morningstar's Fixed-Income Style Box
https://www.financialfitness.center/classroom/usaa/collection/funds/level/300/course/MORN-C113652460?page=2
Taxable bond funds (as opposed to municipal-bond funds, which are protected from taxes) with average durations of less than 3.5 years fall in the short-term ...
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30 Schwab Intelligent Portfolios - Automated Investing
https://www.schwab.com/intelligent-portfolios
If no advisory fee is charged, how does Schwab make money? ... USAA and the USAA logos are registered trademarks of the United Services Automobile ...
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31 Usaa Mutual Funds Trust 2020 Investment Prospectus 497
https://sec.report/Document/0001683863-20-012788/
The Reorganization is expected to be tax-free to shareholders for federal income tax purposes, and no commission, redemption fee or other ...
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32 2021 Municipal Reference Book Addendum (pdf)
https://www.mfpco.com/downloads/pdf/2021%20Municipal%20Reference%20Book%20Addendum.pdf
USAA. • Vanguard (info for Utah). MUNICIPAL BOND. PERCENTAGES BY STATE IN. MUTUAL FUNDS & ETFs. 2021. ADDENDUM. 14382 Woodlake.
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33 Taxable Bond Funds | Barron's
https://www.barrons.com/articles/SB886825213990264500
1, USAA Investment Mgmt, 11.17 ; 2, General Elec/GNA, 12.01 ; 3, Pimco Advisors, 12.41 ; 4, First Chicago Inv Mgmt, 13.93.
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34 Victory Capital to Acquire USAA Asset Management Company
https://www.crestview.com/news/112
Mutual Fund and ETF businesses and USAA 529 College Savings Plan). ... It was also ranked 3rd in the taxable bond category for 2016 and 5th ...
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35 Consider Short-Term Bond Funds - Kiplinger
https://www.kiplinger.com/investing/bonds/604260/consider-short-term-bond-funds
Instead of being stuck with Treasury bills and puny bank rates, you can join the world of variable-rate corporate and real estate debt, taxable ...
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36 I've got some exempt interest dividends from USAA TAX ...
https://ttlc.intuit.com/community/taxes/discussion/i-ve-got-some-exempt-interest-dividends-from-usaa-tax-exempt-mmkt-usexx-xxxxxxxxx-are-these/00/609452
Like most States Muni Bond Interest is not taxable if the bonds are your State's Bonds. With a fund they buy bonds in funds from almost all ...
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37 TIAA-CREF 5-15 Year Laddered Tax-Exempt Bond Fund
https://www.nuveen.com/en-us/mutual-funds/tiaa-cref-5-15-year-laddered-tax-exempt-bond-fund
The Fund seeks current income that is exempt from regular federal income tax. It typically invests at least 80% of its assets in tax-exempt bonds, a type of ...
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38 USTB VictoryShares USAA Core Short-Term Bond ETF
https://www.etf.com/USTB
Bonds will generally be of investment grade. However, investors should note that the fund grants itself some leeway with respect to geographic exposure and ...
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39 Roth IRA Calculator - Bankrate.com
https://www.bankrate.com/retirement/roth-ira-plan-calculator/
Roth IRA vs Taxable Account ... does not reflect sales charges and other fees that Separate Account investment funds and/or investment companies may charge.
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40 Bond Funds | Mutual Funds - T. Rowe Price
https://www.troweprice.com/personal-investing/tools/fund-research/bond-funds
Balance your stock portfolio's risk -- and potentially gain regular income ; PRXCX. California Tax-Free Bond Fund ; PRPIX. Corporate Income Fund ; PRCPX. Credit ...
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41 Money Market Account Vs. Money Market Fund - Forbes
https://www.forbes.com/advisor/banking/money-market-account-vs-money-market-fund/
Money market funds usually hold securities like U.S. Treasury bonds, corporate bonds and other short-term, low-risk investments to achieve ...
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42 What is Fixed Income Investing? - BlackRock
https://www.blackrock.com/us/individual/education/fixed-income
Important Risks of the Funds: The mutual funds are actively managed and characteristics will vary. Bond values fluctuate in price so the value of your ...
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43 JPMorgan Core Bond Fund-I | WOBDX
https://am.jpmorgan.com/us/en/asset-management/adv/products/jpmorgan-core-bond-fund-i-4812c0381
A value-driven approach that emphasizes intermediate bonds of the highest quality, ... Lipper Rankings: Core Bond Funds ... Asset ClassFixed Income Taxable.
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44 14 Best CD Rates for October 2022 NerdWallet - birseyyaz.com
https://birseyyaz.com/93107-14-best-cd-rates-for-october-2022-nerdwallet/
If you don't need immediate access to some of your money, high-yield CDs can ... Truist Bank, U.S. Bank, UFB Direct, Union Bank, Upgrade, USAA Bank, Varo, ...
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45 Financial Advisor | SmartAsset.com
https://smartasset.com/financial-advisor/articles
With interest rates rising, bond funds are down this year and banks continue to ... An RMD also can raise your taxable income to the point where your Social ...
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46 Kiplinger's Personal Finance - Mar 2010 - Google Books Result
https://books.google.com/books?id=1tFEZUI9JQ0C&pg=PT34&lpg=PT34&dq=usaa+taxable+bond+funds&source=bl&ots=Xd90Tq_REB&sig=ACfU3U1Hxzgu-500HFiCSE_i2HnqO0rp6w&hl=en&sa=X&ved=2ahUKEwjWjfre5NT7AhX-V6QEHcA6CFsQ6AF6BQjTARAD
TAX-FREE. BOND. FUNDS. AllianceBernsteinInt Dvsfd MuniA AIDAX 6.7% 3.3% 3.0% ... BondA AAMBX 11.9 3.94.3 LgMuni 0.78# USAA Tax ExIntermediate Term USATX ...
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47 Personal Finance in Your 20s & 30s For Dummies
https://books.google.com/books?id=PoA6DwAAQBAJ&pg=PA310&lpg=PA310&dq=usaa+taxable+bond+funds&source=bl&ots=r64gRBEh7C&sig=ACfU3U0quvwqrihnmce6MYNwckOIrP5MaA&hl=en&sa=X&ved=2ahUKEwjWjfre5NT7AhX-V6QEHcA6CFsQ6AF6BQjKARAD
tax-free money market funds and bonds, 89 tax-sheltered retirement account, ... of Labor Statistics, 191 USAA online bank, 159, 219, 225 utility costs, 67 ...
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48 Kiplinger's Personal Finance - Jun 2008 - Google Books Result
https://books.google.com/books?id=aT8j6zFKSzkC&pg=PT89&lpg=PT89&dq=usaa+taxable+bond+funds&source=bl&ots=yhwCrnAs8N&sig=ACfU3U2gXZJtRmnvd5tJUfZ0yhnqBked2g&hl=en&sa=X&ved=2ahUKEwjWjfre5NT7AhX-V6QEHcA6CFsQ6AF6BQjLARAD
TAXABLE MUTUAL FUNDS 30-day yield Minimum Web to April 9 investment ... TAX-FREE MUTUAL FUNDS LUSAATax Exempt 2.76% 3.7V4.2* $3,000 usaa.com 800-531-8448 2.
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49 All in the Family: Rating the Best and Worst Fund Companies
https://books.google.com/books?id=Nl4EAAAAMBAJ&pg=PA89&lpg=PA89&dq=usaa+taxable+bond+funds&source=bl&ots=jGy209xJab&sig=ACfU3U2fVIWOAwbo6GGpISs6szu0S2OYuQ&hl=en&sa=X&ved=2ahUKEwjWjfre5NT7AhX-V6QEHcA6CFsQ6AF6BQjPARAD
That may be true — unless you're picking a mutual fund. ... 1 13.59 Founders 3 13.25 TAX-EXEMPT BOND United Group 2 7.48% Alliance 42 6.93 AAL 1 6.87 USAA 8 ...
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50 Kiplinger's Personal Finance
https://books.google.com/books?id=jP4DAAAAMBAJ&pg=PA122&lpg=PA122&dq=usaa+taxable+bond+funds&source=bl&ots=cmiRuwiCRJ&sig=ACfU3U3qo4nqIbdilzQZBe1b43vzEP_UbQ&hl=en&sa=X&ved=2ahUKEwjWjfre5NT7AhX-V6QEHcA6CFsQ6AF6BQjQARAD
Top-Yielding Money-Market Mutual Funds MISSING LINKS /'« setting up a ... USAA* 5.60 3,000 - 300-531-8448 NATL AVERAGE 5.05% Tax-free 3c RECENT -DAY YIELD ...
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51 Kiplinger's Personal Finance
https://books.google.com/books?id=Lv4DAAAAMBAJ&pg=PA86&lpg=PA86&dq=usaa+taxable+bond+funds&source=bl&ots=Nah_ZoyxwN&sig=ACfU3U0pyTiMjCByNn-jXHegyWJkNeunkw&hl=en&sa=X&ved=2ahUKEwjWjfre5NT7AhX-V6QEHcA6CFsQ6AF6BQjRARAD
Top-Yielding Money-Market Mutual Funds Taxable RECENT 30-DAY YIELD MIN. INVEST. WEB ADDRESS (WWW.) ... USAA 3.79 5.3/5.5 3,000 tt 800-531-8448 5.
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52 Kiplinger's Personal Finance
https://books.google.com/books?id=Kf4DAAAAMBAJ&pg=PA82&lpg=PA82&dq=usaa+taxable+bond+funds&source=bl&ots=7-wuRitfBi&sig=ACfU3U3fmnPetV2Zin7DDYVBDyc1vf7TGw&hl=en&sa=X&ved=2ahUKEwjWjfre5NT7AhX-V6QEHcA6CFsQ6AF6BQjSARAD
Top-Yielding Money-Market Mutual Funds Taxable 1. RBB MMP/Sansom Street Class' ... USAA Tax-Exempt 0.96 1.3/1.4 3,000 tt 800-531-8448 1. Resource Bank (Va.) ...
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53 The Bond Fund of America (ABNDX) - Capital Group
https://www.capitalgroup.com/individual/investments/fund/ABNDX
A high-quality core bond portfolio with broad diversification. The fund has the ability to invest in every sector of the bond market and pursue multiple ...
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54 Kiplinger's Personal Finance
https://books.google.com/books?id=8wYEAAAAMBAJ&pg=PA28&lpg=PA28&dq=usaa+taxable+bond+funds&source=bl&ots=_I8Hkg3qVt&sig=ACfU3U0NHnRRik9jaFjv8LCFyY5O6Pw7iA&hl=en&sa=X&ved=2ahUKEwjWjfre5NT7AhX-V6QEHcA6CFsQ6AF6BQjJARAD
If you pay the money back in a month, that's a whopping 48% annual- ized rate. AFBA, USAA, First USA and Union Planters charge no fee for convenience checks ...
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