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Best USAA Mutual Funds for 2014


2014 list of 10 best USAA mutual funds with top ratings. Highest performing, recommended funds for IRA/brokerage account investors in the last 10 years: USAGX, USSTX, USAWX, USMIX, UVALX, USEMX, USIFX, USAAX


Best USAA Mutual Funds for 2014


Below we will introduce you to the best USAA mutual funds with top ratings and highest performace for investors in 2014. Our picks are based on the following criteria:

  • past performance;
  • mutual fund’s ability to outperform its peers in the nearest future;
  • outstanding professional skills of the fund managers
  • ratings from Morningstar, Zacks and TheStreet.com




USAA Precious Metals and Minerals Fund (USAGX)


The fund's investment objective is long-term capital appreciation and to protect purchasing power of your capital against inflation. Normally at least 80% of the fund's assets will be invested in equity securities of domestic and foreign companies engaged in the exploration, mining, or processing of gold and other precious metals and minerals, such as platinum, silver, and diamonds. Fund is subject to additional risks, such as currency fluctuation, market liquidity, political instability and increased price volatility. It may be more volatile than a fund that diversifies across many industries and companies.

USAGX ranked No. 1 out of 18 funds for the 10-year period in the Precious Metals Funds category for the ninth consecutive year by the Thompson Reuters organization (Lipper Fund Awards).

Fund’s overall Morningstar rating is 4 stars. Minimum initial investment in USAA Precious Metals and Minerals Fund is $3000, and an expense ratio is 1.17%. The fund returned -37.09% in the last one year period.

Best USAA Mutual Funds 2014




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USAA Tax Exempt Short-Term Fund (USSTX)


The fund's investment objective is interest income that is exempt from federal income tax. The fund invests principally in investment-grade, tax-exempt securities with an average dollar-weighted portfolio maturity of three years or less. USSTX was the best of 26 funds and 23 funds for the three-year period and five-year periods respectively in the Short Municipal Debt Funds category by the Thompson Reuters organization (Lipper Fund Awards).
Fund’s overall Morningstar rating is 4 stars. Minimum initial investment in USAA Tax Exempt Short-Term Fund is $3000, and an expense ratio is 0.55%. The fund returned 2.2% in the last one year period.

Best USAA Mutual Funds 2014




USAA World Growth Fund (USAWX)


The fund's investment objective is capital appreciation. The fund invests principally in a mix of foreign (including emerging market) and domestic equity securities. The ‘equity securities’ in which the fund principally invests are common stocks, depositary receipts, preferred stocks, securities convertible into common stocks, and securities that carry the right to buy common stocks. While the fund may invest in companies of any size, it generally focuses on companies with large market capitalizations.
Bulleted points: - Growth potential from foreign stocks; - Foreign stock help diversify a portfolio of US stocks; - Stock selection made by a global team of portfolio managers.
Fund’s overall Morningstar rating is 5 stars. Minimum initial investment in USAA World Growth Fund is $3000, and an expense ratio is 1.3%. The fund has returned 20.15% over the past year, 12.48% over the past three years, 5.38% over the past five years, and 10.63% over the past decade.

Best USAA Mutual Funds




USAA Extended Market Index Fund (USMIX)


The fund's investment objective is to seek to match, before fees and expenses, the performance of the U.S. stocks not included in the S&P 500 Index as represented by the Dow Jones U.S. Completion Total Stock Market Index. Normally at least 80% of the portfolio's assets will be invested in stocks of companies or other financial instruments that are included in or correlated with securities in the Dow Jones U.S. Completion Total Stock Market Index. The Dow Jones U.S. Completion Total Stock Market Index measures the performance of the equity securities of all U.S.-headquartered companies with readily available price data, excluding companies in the S&P 500 Index.
Fund’s overall Morningstar rating is 4 stars. Minimum initial investment in USAA Extended Market Index Fund is $3000, and an expense ratio is 0.65%. The fund has returned 17.68% over the past year, 12.60% over the past three years, 7.46% over the past five years, and 11.26% over the past decade.

Best USAA Mutual Funds




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USAA Value Fund (UVALX)


The fund's investment objective is long-term growth of capital. The fund invests primarily in equity securities of companies that are considered to be undervalued. Although the fund will invest primarily in U.S. securities, it may invest up to 20% of its total assets in foreign securities including securities issued in emerging markets. With well over 100 holdings, this fund is quite diversified. Management exhibits a strong buy-and-hold tendency, as evidenced by the fund's low 17 percent turnover ratio.
Bulleted points: - A ‘bargain shopping’ approach identifies overlooked opportunities; - Stock selection seeks long-term growth potential; - Fundamental research focuses on US and foreign companies with strong future prospects.
Fund’s overall Morningstar rating is 4 stars. Minimum initial investment in USAA Value Fund is $3000, and an expense ratio is 1.31%. The fund has returned 17.54% over the past year, 10.89% over the past three years, and 6.06% over the past five years.

Best USAA Funds 2014




USAA Emerging Markets Funds (USEMX)


The fund's investment objective is capital appreciation. Under normal market conditions, at least 80% of the fund's assets will be invested in equity securities of emerging market companies.
Bulleted points: - Growth potential from foreign stocks; - Diversified investing in less developed or rapidly changing countries; - In-depth research seeks companies with improving prospects and promising futures.
Fund’s overall Morningstar rating is 2 stars. Minimum initial investment in USAA Emerging Markets Funds is $3000, and an expense ratio is 1.64%. The fund has returned 2.59% over the past year, -2.72% over the past five years, and 13.36% over the past ten years.

Best USAA Funds 2014




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USAA International Fund (USIFX)


The fund's investment objective is capital appreciation. At least 80% of the fund's assets will be invested in equity securities of foreign (including emerging market) companies.
Bulleted points: - Long-term growth potential from foreign stocks; - International diversification can balance domestic investments; - A ‘best ideas’ approach identifies companies with promising futures.
Fund’s overall Morningstar rating is 4 stars. Minimum initial investment in USAA International Fund is $3000, and an expense ratio is 1.21%. The fund has returned 14.5% over the past year, 1.97% over the past five years, and 10.14% over the past ten years.

Best USAA Funds




USAA Growth Fund (USAAX)


The fund's investment objective is long-term growth of capital. The fund invests primarily in equity securities of companies that are selected for their growth potential. Although the fund will invest primarily in U.S. securities, it may invest up to 20% of its total assets in foreign securities including securities issued in emerging markets.
Bulleted points: - Long-term growth potential of stocks, primarily in the United States; - Offers potential of companies that appear to be growing; - Make the most of opportunities created by market and economic forces.
Fund’s overall Morningstar rating is 2 stars. Minimum initial investment in USAA Growth Fund is $3000, and an expense ratio is 1.17%. The fund has returned 15.90% over the past year, 2.84% over the past five years, and 6.19% over the past ten years.

Best USAA Funds




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This article was updated on 4/18/2014.


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