Intermediate Term Bond Fund Quote

UIITX Fund  USD 9.12  0.01  0.11%   

Performance

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Odds Of Distress

Less than 22

 
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Intermediate Term is trading at 9.12 as of the 14th of November 2024; that is 0.11 percent down since the beginning of the trading day. The fund's open price was 9.13. Intermediate Term has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Intermediate Term Bond Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 15th of October 2024 and ending today, the 14th of November 2024. Click here to learn more.
The fund normally invests at least 80 percent of its assets in a broad range of debt securities that have a dollar-weighted average portfolio maturity between three to 10 years. It will invest primarily in investment-grade securities, but also may invest up to 10 percent of its net assets in below-investment-grade securities, which are sometimes referred to as high-yield or junk bonds.. More on Intermediate Term Bond Fund

Moving together with Intermediate Mutual Fund

  0.99UIGSX Government SecuritiesPairCorr

Moving against Intermediate Mutual Fund

  0.64URNQX Nasdaq 100 IndexPairCorr
  0.63UIGRX Growth Fund GrowthPairCorr
  0.56UIGIX Growth IncomePairCorr
  0.45UIISX Income StockPairCorr
  0.44UIVAX Value Fund ValuePairCorr
  0.42UISCX Small Cap StockPairCorr

Intermediate Mutual Fund Highlights

Fund ConcentrationUSAA Funds, Large Funds, Intermediate Core-Plus Bond Funds, Intermediate Core-Plus Bond, USAA, Large, Intermediate Core-Plus Bond (View all Sectors)
Update Date30th of September 2024
Intermediate Term Bond Fund [UIITX] is traded in USA and was established 14th of November 2024. Intermediate Term is listed under USAA category by Fama And French industry classification. The fund is listed under Intermediate Core-Plus Bond category and is part of USAA family. This fund at this time has accumulated 3.75 B in net assets with no minimum investment requirementsIntermediate Term Bond is currently producing year-to-date (YTD) return of 3.61% with the current yeild of 0.0%, while the total return for the last 3 years was -1.08%.
Check Intermediate Term Probability Of Bankruptcy

Instrument Allocation

Intermediate Term Top Holders

USCCXCornerstone Servative FundMutual FundAllocation--15% to 30% Equity
URFFXTarget Retirement 2050Mutual FundTarget-Date 2050
URFRXTarget Retirement 2040Mutual FundTarget-Date 2040
URINXTarget Retirement IncomeMutual FundTarget-Date Retirement
URSIXTarget Retirement 2060Mutual FundTarget-Date 2060+
URTRXTarget Retirement 2030Mutual FundTarget-Date 2030
More Details

Intermediate Term Bond Risk Profiles

Intermediate Term Against Markets

Other Information on Investing in Intermediate Mutual Fund

Intermediate Term financial ratios help investors to determine whether Intermediate Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Intermediate with respect to the benefits of owning Intermediate Term security.
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