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  • Ted January 2014
Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.

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USFIX...Looking for comments

beebee
edited January 2014 in Off-Topic
USFIX is a fairly new (M* catagorizes it as a mutisector bond) mutual fund through USAA. Bond durations of the fund are as follows:
image

Some bonds mature in the year 2067. I won't be around for that bond burning party.

Any thoughts on this fairly new fund from a company that has a very good reputation for bond funds?

Comments

  • TedTed
    Dear Bee: I agree that USAA, which has always been good to military personal, has an excellent reputation, however the fund is to new,7/12/13, to evaluate. It sure has a slant toward the long end of the maturity spectrum. Here's how it stacks up against PONCX in Bond Maturity Breakdown.
    Regards,
    Ted


    1 to 3 Years
    6.57 — 3.79


    3 to 5 Years
    17.49 — 14.97


    5 to 7 Years
    3.97 — 17.97


    7 to 10 Years
    21.61 — 23.60


    10 to 15 Years
    3.70 — 4.87


    15 to 20 Years
    3.11 — 1.44


    20 to 30 Years
    22.49 — 24.26


    Over 30 Years
    21.06 — 9.09














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