Get our overall rating based on a fundamental assessment of the pillars below. For Financial Advisors, from U.S. News: Get the Advisor's Guide to Working with Divorced Clients, Paulina Likos and Ellen ChangOct. Intraday Data provided by FACTSET and subject to terms of use. Unlock our full analysis with Morningstar Premium. Falling interest rates and the appeal of diversification are two reasons to look elsewhere. 2020 outlooks for fixed income and where advisors can turn for yield. Log in to see them here or sign up to get started. The number of funds that receive a Morningstar Analyst Rating is limited by the size of the Morningstar analyst team. USAA Income Stock Fund (USISX) Add to Watch List. These bond funds come with higher yields, but they also bring investors more risk. Fees are Below Average compared to funds in the same category. For the best experience, please update to a modern browser. Historical and current end-of-day data provided by FACTSET. USD | NAV as of Nov 11, 2020 | 1-Day Return as of Nov 11, 2020, 11:09 PM GMT+00:00. Click here for more on how to use these ratings. No Load. To expand the number of funds we cover, we have developed a machine-learning model that uses the decision-making processes of our analysts, Record-low yields mean financial advisors must look beyond traditional investments to mitigate risk. Something went wrong while loading Watchlist. Financial advisors say reshaping your portfolio can mitigate losses during downturns. These quantitative rating predictions make up what we call the The machine-learning model is then applied to the “uncovered” fund Learn How to Read a Morningstar Analyst Report. Learn how you can invest in the stock market. Cookie Notice. Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds. Investors are more interested in investing in the pharmaceutical industry in 2020. Copyright © 2020 MarketWatch, Inc. All rights reserved. Volitility measures reflect the uncertainty or risk of change in a security`s value. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers. Have Watchlists? This site is protected by reCAPTCHA and the Google 15.84. The Fund seeks to maximize current income without undue risk to principal. The best retirement funds offer investors both income and growth for a secure tomorrow. Smart saving, stock, bond and real estate picks can squeeze extra returns from your investments. Use of this website constitutes acceptance of the Best Funds Terms and Conditions of Use. Terms of Service apply. The Parent Pillar is our rating of USISX’s parent organization’s priorities and whether they’re in line with investors’ interests. Bridgestone posts loss on global sales slump, German consumer prices fall in October as expected, RTL Group provides outlook as revenue falls, Foxconn Technology's net profit beats forecasts,'s net loss widens despite higher revenue, Deutsche Telekom lifts guidance as revenue rises, Zurich Insurance written premiuims rise 3%, Siemens profit beats expectations, issues guidance, 3 USAA Mutual Funds for Scintillating Returns, 3 Best-Ranked USAA Mutual Funds for Marvellous Returns, 3 Top-Ranked Mutual Funds from USAA Family to Pick Up Today, 3 USAA Mutual Funds for a Steady Portfolio, 3 USAA Mutual Funds to Add to Your Portfolio, 3 Best USAA Mutual Funds for Decent Returns. Privacy Policy and These funds fit investors who want a simple approach and leave the management to a pro. USAA Income Stock Fund has an expense ratio of 0.74 percent. The Process Pillar is our assessment of how sensible, clearly defined, and repeatable USISX’s performance objective and investment process is for both security selection and portfolio construction. Fees are Below Average compared to funds in the same category. This browser is no longer supported at MarketWatch. Dividend mutual funds generate income and lower risk. The Fund invests its assets primarily in US dollar-denominated securities that have been selected for high yields relative to risk involved. USAA Income Stock Fund has an expense ratio of 0.74 percent. The People Pillar is our evaluation of the USISX management team’s experience and ability. All quotes are in local exchange time. In some situations, customized portfolios are still a preferred choice. Real-time last sale data for U.S. stock quotes reflect trades reported through Nasdaq only. The investment seeks current income with the prospect of increasing dividend income and the potential for capital appreciation. U.S. News evaluated 1,103 Large Value Funds. Year-to-Date. their past ratings decisions, and the data used to support those decisions. 1 Day-11.16%. © Copyright 2020 Morningstar, Inc. All rights reserved. Learn about USISX with our data and independent analysis including NAV, star rating, asset allocation, capital gains, and dividends. Risk is Above Average compared to funds in the same category according to Morningstar. Emerging markets have the potential for long-term gains for investors. Environmental, social and corporate governance mutual funds let investors do good while growing wealth. Privacy Notice, and Large value. Market data provided by Xignite. Subscriber Agreement & Terms of Use, Quotes delayed at least 15 minutes. Advice, rankings and one great story every day. From Oppenheimer to BulletShares, Invesco offers a big lineup of mutual funds and ETFs. Chasing value without considering quality can lead to value traps. Style or Category. TAMPs are turnkey asset management platforms that let you outsource investment management tasks. The fund normally invests at least 80% of its assets in common stocks, with at least 65% of the fund's assets normally invested in common stocks of companies that pay dividends. Morningstar Quantitative Rating™ for funds. There are currently no items in this Watchlist. By using this site you agree to the assign to the fund if an analyst covered the fund. Overall Morningstar Rating. Experts share their insights on how 2020 will shape the financial advice industry. The fund has returned -3.70 percent over the past year, 4.10 percent over the past three years, 8.35 percent over the past five years, and 9.91 percent over the past decade. Terms of Use Privacy Policy Disclosures Member User Agreement Corrections Cookies, | 1-Day Return as of Nov 11, 2020, 11:09 PM GMT+00:00, Muni National Intermediate-Term Bond Funds. Visit a quote page and your recently viewed tickers will be displayed here. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. Bonds provide income with less volatility in a portfolio. Net Asset Value-1.61%. Although the fund invests primarily in U.S. securities, it may invest up to 20% of its total assets in foreign securities, including securities issued in emerging markets. universe to create the Morningstar Quantitative Rating (denoted on this page by a Here's how one portfolio manager is approaching the market. Create a list of the investments you want to track. Learn more about how to better serve divorced clients and their financial needs. Income investors face a challenging market with record-low yields. I would like to receive free Advisor Practice Management Guides, the U.S. News Advisor Weekly newsletter, and occasional updates regarding the U.S. News Advisor Directory. 16, 2020. See Disclaimer. Click here for more on how to use these ratings. Set Alert. Intraday data delayed at least 15 minutes or per exchange requirements. The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating. Contact U.S. News Best Funds. ), which is analogous to the rating a Morningstar analyst might The Fund seeks to maximize current income without undue risk to principal. Fund data provided by Xignite and Morningstar. California Do Not Sell My Personal Information Request.