Others
EQUITY PRECIOUS METALS	USAGX	USAA Precious Metals and Minerals
Conservative Allocation	USBLX	USAA Growth and Tax Strategy
Target Date 2050+	URFFX	USAA Target Retirement 2050

INTERNATIONAL EQUITY
WORLD STOCK	USAWX	USAA World Growth
WORLD STOCK	USCGX	USAA Capital Growth
Foreign Large Growth	USIFX	USAA International

US EQUITY
LARGE GROWTH	USNQX	USAA Nasdaq-100 Index
LARGE VALUE	UVALX	USAA Value
LARGE BLEND	USPRX	USAA S&P 500 Index Reward

Total Available Funds:

Asset Class

Ticker

Description

Rating

Emerging Market
DIVERSIFIED EMERGING MKTS	USEMX	USAA Emerging Markets

Others
EQUITY PRECIOUS METALS	USAGX	USAA Precious Metals and Minerals
Conservative Allocation	USBLX	USAA Growth and Tax Strategy
Target Date 2050+	URFFX	USAA Target Retirement 2050
Moderate Allocation	USCRX	USAA Cornerstone Strategy
Target Date 2026-2030	URTRX	USAA Target Retirement 2030
Target Date 2036-2040	URFRX	USAA Target Retirement 2040
Moderate Allocation	USBSX	USAA Balanced Strategy
Technology	USSCX	USAA Science & Technology
Retirement Income	URINX	USAA Target Retirement Income
Target Date 2016-2020	URTNX	USAA Target Retirement 2020
Moderate Allocation	UFSGX	USAA First Start Growth

INTERNATIONAL EQUITY
WORLD STOCK	USAWX	USAA World Growth
WORLD STOCK	USCGX	USAA Capital Growth
Foreign Large Growth	USIFX	USAA International

US EQUITY
LARGE GROWTH	USNQX	USAA Nasdaq-100 Index
LARGE VALUE	UVALX	USAA Value
LARGE BLEND	USPRX	USAA S&P 500 Index Reward
SMALL BLEND	USCAX	USAA Small Cap Stock
LARGE BLEND	USSPX	USAA S&P 500 Index Member
LARGE GROWTH	USAAX	USAA Growth
MID-CAP BLEND	USMIX	USAA Extended Market Index
LARGE GROWTH	USAUX	USAA Aggressive Growth
LARGE BLEND	USGRX	USAA Growth & Income
LARGE VALUE	USISX	USAA Income Stock
LARGE BLEND	USTRX	USAA Total Return Strategy

FIXED INCOME
Intermediate Government	USGNX	USAA GNMA
High Yield Bond	USHYX	USAA High-Yield Opportunities
Short-Term Bond	USSBX	USAA Short-Term Bond
Intermediate-Term Bond	USAIX	USAA Income
Muni National Short	USSTX	USAA Tax Exempt Short-Term
Intermediate-Term Bond	USIBX	USAA Intermediate-Term Bond
Muni California Long	USCBX	USAA CA Bond
Muni National Interm	USATX	USAA Tax Exempt Intermediate-Term
Muni New York Long	USNYX	USAA NY Bond
Muni Single State Interm	USVAX	USAA VA Bond
Muni National Long	USTEX	USAA Tax Exempt Long-Term
Muni Single State Long	UFLTX	USAA FL Tax-Free Income

Total Available Funds:

R*: Redemption (Minimum months to hold).
RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
WP: Waiting Period (minimum months to wait before buy again).
M*:Mark (p: proxy, n: not used).

Asset Class

Ticker

Description

Rating

Expense

Yield

Emerging Market
DIVERSIFIED EMERGING MKTS	USEMX	USAA Emerging Markets	86%	3	60	0	1.47%	9.87%

Others
EQUITY PRECIOUS METALS	USAGX	USAA Precious Metals and Minerals	96%	3	60	1.18%	0.4%
Conservative Allocation	USBLX	USAA Growth and Tax Strategy	85%	3	60	0.54%	2.32%
Target Date 2050+	URFFX	USAA Target Retirement 2050	76%	3	60	0.57%	6.87%
Moderate Allocation	USCRX	USAA Cornerstone Strategy	75%	3	60	1.18%	10.55%
Target Date 2026-2030	URTRX	USAA Target Retirement 2030	71%	3	60	0.54%	6.96%
Target Date 2036-2040	URFRX	USAA Target Retirement 2040	71%	3	60	0.55%	7.36%
Moderate Allocation	USBSX	USAA Balanced Strategy	70%	3	60	1.14%	9.02%
Technology	USSCX	USAA Science & Technology	56%	3	60	0.95%	10.48%
Retirement Income	URINX	USAA Target Retirement Income	53%	3	60	0.52%	6.21%
Target Date 2016-2020	URTNX	USAA Target Retirement 2020	0%	3	60	0.57%	9.77%
Moderate Allocation	UFSGX	USAA First Start Growth	0%	3	60	1.47%	6.03%

INTERNATIONAL EQUITY
WORLD STOCK	USAWX	USAA World Growth	89%	3	60	1.05%	12.08%
WORLD STOCK	USCGX	USAA Capital Growth	86%	3	60	1.25%	11.36%
Foreign Large Growth	USIFX	USAA International	85%	3	60	1.02%	12.35%

US EQUITY
LARGE GROWTH	USNQX	USAA Nasdaq-100 Index	91%	3	60	0.3%	3.47%
LARGE VALUE	UVALX	USAA Value	79%	3	60	0.91%	11.32%
LARGE BLEND	USPRX	USAA S&P 500 Index Reward	78%	3	60	0.15%	4.71%
SMALL BLEND	USCAX	USAA Small Cap Stock	75%	3	60	1.08%	8.21%
LARGE BLEND	USSPX	USAA S&P 500 Index Member	75%	3	60	0.24%	4.64%
LARGE GROWTH	USAAX	USAA Growth	74%	3	60	0.82%	11.13%
MID-CAP BLEND	USMIX	USAA Extended Market Index	74%	3	60	0.38%	7.07%
LARGE GROWTH	USAUX	USAA Aggressive Growth	73%	3	60	1.02%	4.91%
LARGE BLEND	USGRX	USAA Growth & Income	69%	3	60	0.72%	8.74%
LARGE VALUE	USISX	USAA Income Stock	67%	3	60	0.68%	10.28%
LARGE BLEND	USTRX	USAA Total Return Strategy	0%	3	60	1.82%	0.43%

FIXED INCOME
Intermediate Government	USGNX	USAA GNMA	85%	3	60	0.42%	3.86%
High Yield Bond	USHYX	USAA High-Yield Opportunities	83%	3	60	0.57%	6.92%
Short-Term Bond	USSBX	USAA Short-Term Bond	81%	3	60	0.33%	4.55%
Intermediate-Term Bond	USAIX	USAA Income	80%	3	60	0.54%	4.13%
Muni National Short	USSTX	USAA Tax Exempt Short-Term	77%	3	60	0.56%	2.78%
Intermediate-Term Bond	USIBX	USAA Intermediate-Term Bond	73%	3	60	0.41%	4.79%
Muni California Long	USCBX	USAA CA Bond	72%	3	60	0.59%	3.61%
Muni National Interm	USATX	USAA Tax Exempt Intermediate-Term	71%	3	60	0.44%	3.53%
Muni New York Long	USNYX	USAA NY Bond	71%	3	60	0.64%	3.7%
Muni Single State Interm	USVAX	USAA VA Bond	62%	3	60	0.51%	3.32%
Muni National Long	USTEX	USAA Tax Exempt Long-Term	58%	3	60	0.5%	3.84%
Muni Single State Long	UFLTX	USAA FL Tax-Free Income	0%	3	60	NA	3.83%

Average Expense Ratio: 0.75%

* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login

Model Portfolios

Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance		YTD** Return	1Yr AR*	3Yr AR*	5Yr AR*	10Yr AR*	15Yr AR*
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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching		YTD** Return	1Yr AR*	3Yr AR*	5Yr AR*	10Yr AR*	15Yr AR*
	Click for Portfolio Details or Follow	0.2%	8.5%	3.9%	5.4%	5.4%	6.9%
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Asset Allocation Composite: Click here to see this strategy description
Strategic Asset Allocation with Dynamic Risk Adjustment		YTD** Return	1Yr AR*	3Yr AR*	5Yr AR*	10Yr AR*	15Yr AR*
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* AR: Annualized Return
** YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.

Description

The plan consists of 47 funds. It covers 4 major asset classes and 28 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Emerging Market Equity and Fixed Income.

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