USAA Extended Market Index Fund

Class No Load (USMIX)
Scorecard
4 / 5 Stars
Lipper
5 5 3 5 4
Zacks Investment Research
3 (Hold)
Standard & Poor's
5 / 5 Stars
TheStreet.com
B (Buy)

#12 in Mid-Cap Blend

U.S. News evaluated 138 Mid-Cap Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 31.49 percent over the past year, 14.80 percent over the past three years, 27.39 percent over the past five years, and 9.70 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 3.3%
1 Year 31.5%
3 Years (Annualized) 14.8%
5 Years (Annualized) 27.4%
10 Years (Annualized) 9.7%

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Summary

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

Fees are Low compared to funds in the same category.
USAA Extended Market Index Fund has an expense ratio of 0.50 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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