- Definitive materials filed by investment companies. (497)
March 01 2010 - 5:24PM
Edgar (US Regulatory)
USAA
EAGLE
LOGO (r) [GRAPHIC OMITTED]
USAA
TAX EXEMPT INTERMEDIATE-TERM FUND
USAA
TAX EXEMPT SHORT-TERM FUND
USAA
NEW YORK BOND FUND
SUPPLEMENT
DATED MARCH 1, 2010
TO
EACH FUND’S PROSPECTUS
DATED
AUGUST 1, 2009
We are
pleased to announce that Clifford A. Gladson has accepted the position of Chief
Investment Officer
of USAA
effective February 28, 2010, and, therefore, will no longer manage
the above-referenced funds.
Regina G.
Shafer will continue as the sole portfolio manager of the Tax Exempt
Intermediate-Term and Tax
Exempt
Short-Term Funds. All references to Mr. Gladson in each Fund’s prospectus are
hereby deleted. In
addition,
Ms. Shafer will manage the New York Bond Fund. The references to Mr. Gladson on
pages 4 and 13
of the
New York Bond Fund’s prospectus are hereby deleted and replaced with the
following information, respectively:
Regina G.
Shafer, CFA, assistant vice president of Fixed Income Mutual Fund Portfolios,
has managed
the Fund
since March 2010.
Regina G. Shafer,
CFA, assistant vice
president of Fixed Income Mutual Fund Portfolios, has managed the Fund since
March 2010. She has 15 years of investment management experience and has worked
for us for 19 years. Education: B.B.A., Southwest Texas State University;
M.B.A., University of Texas at San Antonio. Ms. Shafer is a Certified Public
Accountant and holds the CFA designation. She is a member of the CFA Institute,
the CFA Society of San Antonio, and the National Federation of Municipal
Analysts.
94074-0310
EAGLE
LOGO (r) [GRAPHIC
OMITTED]
USAA
GROWTH AND TAX STRATEGY FUND
SUPPLEMENT
DATED MARCH 1, 2010
TO
THE FUND’S PROSPECTUS
DATED
OCTOBER 1, 2009
We are
pleased to announce that Clifford A. Gladson has accepted the position of Chief
Investment Officer of USAA effective February 28, 2010, and, therefore, will no
longer manage the above-referenced Fund.
John C.
Bonnell will become the new portfolio manager for the tax-exempt bonds and money
market instruments investment category of the Fund. The references to Mr.
Gladson on pages 4 and 10 of the Fund’s prospectus are hereby deleted and
replaced with the following information, respectively:
John C.
Bonnell, CFA, assistant vice president of Mutual Fund Portfolios, has managed
the Tax-Exempt Bonds and Money Market Instruments investment category of the
Fund since March 2010.
John C.
Bonnell,
CFA, assistant vice president of Mutual Fund Portfolios, has
managed the Tax-Exempt Bonds and Money Market Instruments investment category of
the Fund since March 2010. He has 20 years of investment management experience.
Prior to joining IMCO, Mr. Bonnell worked for OppenheimerFunds as a vice
president and portfolio manager (May 2004 - July 2006). Education: B.B.A.,
University of Texas at San Antonio; M.B.A., St. Mary’s University. He holds the
Chartered Financial Analyst (CFA) designation and is a member of the CFA
institute, the CFA Society of San Antonio, and the National Federation of
Municipal Analysts.
94075-0310
USAA
EAGLE
LOGO (r) [GRAPHIC
OMITTED]
USAA
VIRGINIA MONEY MARKET FUND
SUPPLEMENT
DATED MARCH 1, 2010
TO
THE FUND’S PROSPECTUS
DATED AUGUST 1,
2009
As a
result of Clifford A. Gladson’s new position as USAA’s Chief Investment Officer,
Regina G. Shafer has accepted additional portfolio management responsibilities
and, therefore, will no longer manage the above-referenced fund.
John C.
Bonnell, the current Virginia Bond Fund manager, and Dale R. Hoffmann will
become the new portfolio managers of the Fund. The references to Ms. Shafer on
pages 7 and 13 of the Fund’s prospectus are hereby deleted and replaced with the
following information, respectively:
John C.
Bonnell, CFA, assistant vice president of Mutual Fund Portfolios, has co-managed
the Fund since March 2010.
Dale R.
Hoffmann, assistant vice president of Money Market Funds, has co-managed the
Fund since March 2010.
John C.
Bonnell,
CFA, assistant vice president of Mutual Fund Portfolios, has
managed the Fund since March 2010. He has 20 years of investment management
experience. Prior to joining IMCO, Mr. Bonnell worked for OppenheimerFunds as a
vice president and portfolio manager (May 2004 - July 2006). Education: B.B.A.,
University of Texas at San Antonio; M.B.A., St. Mary’s University. He holds the
Chartered Financial Analyst (CFA) designation and is a member of the CFA
institute, the CFA Society of San Antonio, and the National Federation of
Municipal Analysts.
Dale R.
Hoffmann
,
assistant vice president of Money Market Funds, has
co-managed the Fund since March 2010. He has 10 years of investment management
experience and has worked for us for 18 years. Education: B.S.B.A., University
of South Dakota; M.B.A., St. Mary’s University. He is a member of the National
Federation of Municipal Analysts and the Southern Municipal Finance
Society.
94076-0310
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