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  • person (whether a natural person, corporation, partnership, trust or otherwise) with total assets of at least $50 million;
  • governmental entity or subdivision thereof;
  • employee benefit plan, or multiple employee benefit plans offered to employees of the same employer, that meet the requirements of Section 403(b) or Section 457 of the Internal Revenue Code and in the aggregate have at least 100 participants, but does not include any participant of such plans;
  • qualified plan, as defined in Section 3(a)(12)(C) of the Exchange Act, or multiple qualified plans offered to employees of the same employer, that in the aggregate have at least 100 participants, but does not include any participant of such plans;
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  • person acting solely on behalf of any such institutional investor.

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USAA Mutual Funds

USAA_Investments_no-tagline_300

A VICTORY CAPITAL INVESTMENT FRANCHISE

John Spear

John Spear, CFA

Victory Capital Chief Investment Officer - USAA Investments, a Victory Capital Investment Franchise

John Spear is Chief Investment Officer of the USAA Investments Franchise. 

Jim Jackson, CFA

Victory Capital Head of Fixed Income Portfolio Management - USAA Investments, a Victory Capital Investment Franchise

Trae Willoughby, CFA, CPA

Victory Capital Head of Fixed Income Research - USAA Investments, a Victory Capital Investment Franchise

Kevin Kaase

Victory Capital Head of Fixed Income Trading - USAA Investments, a Victory Capital Investment Franchise

Julianne Bass, CFA

Victory Capital Senior Portfolio Manager - USAA Investments, a Victory Capital Investment Franchise

Brian Smith, CFA, CPA

Victory Capital Senior Portfolio Manager - USAA Investments, a Victory Capital Investment Franchise

Kurt Daum, J.D.

Victory Capital Senior Portfolio Manager - USAA Investments, a Victory Capital Investment Franchise

Regina Conklin, CFA, CPA

Victory Capital Senior Portfolio Manager - USAA Investments, a Victory Capital Investment Franchise

John Bonnell, CFA

Victory Capital Senior Portfolio Manager - USAA Investments, a Victory Capital Investment Franchise

Neal Graves, CFA, CPA

Victory Capital Senior Portfolio Manager - USAA Investments, a Victory Capital Investment Franchise


Investing involves risk including loss of principal. There is no assurance the investment process will lead to successful investing.

Fixed income securities are subject to interest rate, inflation, credit and default risk.  The bond market is volatile. As interest rates rise, bond prices usually fall, and vice versa.  The return of principal is not guaranteed, and prices may decline if an issuer fails to make timely payments or its credit strength weakens.

Victory Capital means Victory Capital Management Inc., the investment manager of the USAA Mutual Funds. USAA Mutual Funds are distributed by Victory Capital Advisers, Inc., a broker dealer registered with FINRA and an affiliate of Victory Capital.  Victory Capital and its affiliates are not affiliated with United Services Automobile Association or its affiliates. USAA and the USAA logo are registered trademarks and the USAA Mutual Funds and USAA Investments logos are trademarks of United Services Automobile Association and are being used by Victory Capital and its affiliates under license.

Not all institutional strategies are represented on vcm.com.

External Links: Certain hyperlinks will direct you to external, third-party websites that are not maintained by Victory Capital. Victory Capital does not control these websites, or makes any representations or endorsements whatsoever concerning the content of the external sites. Please see our User Agreement for details.
John Spear

John Spear, CFA

Victory Capital Chief Investment Officer - USAA Investments, a Victory Capital Investment Franchise

John Spear is Chief Investment Officer of the USAA Investments Franchise. 

Jim Jackson, CFA

Victory Capital Head of Fixed Income Portfolio Management - USAA Investments, a Victory Capital Investment Franchise

Trae Willoughby, CFA, CPA

Victory Capital Head of Fixed Income Research - USAA Investments, a Victory Capital Investment Franchise

Kevin Kaase

Victory Capital Head of Fixed Income Trading - USAA Investments, a Victory Capital Investment Franchise

Julianne Bass, CFA

Victory Capital Senior Portfolio Manager - USAA Investments, a Victory Capital Investment Franchise

Brian Smith, CFA, CPA

Victory Capital Senior Portfolio Manager - USAA Investments, a Victory Capital Investment Franchise

Kurt Daum, J.D.

Victory Capital Senior Portfolio Manager - USAA Investments, a Victory Capital Investment Franchise

Regina Conklin, CFA, CPA

Victory Capital Senior Portfolio Manager - USAA Investments, a Victory Capital Investment Franchise

John Bonnell, CFA

Victory Capital Senior Portfolio Manager - USAA Investments, a Victory Capital Investment Franchise

Neal Graves, CFA, CPA

Victory Capital Senior Portfolio Manager - USAA Investments, a Victory Capital Investment Franchise


Investing involves risk including loss of principal. There is no assurance the investment process will lead to successful investing.

Fixed income securities are subject to interest rate, inflation, credit and default risk.  The bond market is volatile. As interest rates rise, bond prices usually fall, and vice versa.  The return of principal is not guaranteed, and prices may decline if an issuer fails to make timely payments or its credit strength weakens.

Victory Capital means Victory Capital Management Inc., the investment manager of the USAA Mutual Funds. USAA Mutual Funds are distributed by Victory Capital Advisers, Inc., a broker dealer registered with FINRA and an affiliate of Victory Capital.  Victory Capital and its affiliates are not affiliated with United Services Automobile Association or its affiliates. USAA and the USAA logo are registered trademarks and the USAA Mutual Funds and USAA Investments logos are trademarks of United Services Automobile Association and are being used by Victory Capital and its affiliates under license.

Not all institutional strategies are represented on vcm.com.

External Links: Certain hyperlinks will direct you to external, third-party websites that are not maintained by Victory Capital. Victory Capital does not control these websites, or makes any representations or endorsements whatsoever concerning the content of the external sites. Please see our User Agreement for details.