4 / 5 Stars
5 5 3 5 4
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#15 in Mid-Cap Blend
U.S. News evaluated 140 Mid-Cap Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 25.85 percent over the past year, 14.45 percent over the past three years, 23.48 percent over the past five years, and 9.32 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.0%|
|3 Years (Annualized)||14.4%|
|5 Years (Annualized)||23.5%|
|10 Years (Annualized)||9.3%|
The investment seeks to match, before fees and expenses, the performance of the U.S. stocks not included in the S&P 500 Index as represented by the Dow Jones U.S. Completion Total Stock Market IndexSM. The fund's principal investment strategy is to invest all of the fund's investable assets in the Master Extended Market Index Series of the Quantitative Master Series LLC (Extended Market Portfolio). The Extended Market Portfolio normally invests at least 80% of its assets in securities or other financial instruments of companies that are components of or have economic characteristics similar to the securities included in the index.
Fees are Below Average compared to funds in the same category.
USAA Extended Market Index Fund has an expense ratio of 0.50 percent.
Risk is Average compared to funds in the same category according to Morningstar.