USAA Extended Market Index Fund

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

U.S. News evaluated 135 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 26.13 percent over the past year, 15.33 percent over the past three years, 21.31 percent over the past five years, and 9.93 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 6.0%
1 Year 26.1%
3 Years (Annualized) 15.3%
5 Years (Annualized) 21.3%
10 Years (Annualized) 9.9%

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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 Extended Market Portfolio seeks to track, before fees and expenses, the performance of the Dow Jones U.S. Completion Total Stock Market Index as closely as possible, and normally, at least 80% of its assets will be invested in securities or other financial instruments of companies that are components of or have economic characteristics similar to the securities included in the Dow Jones U.S. Completion Total Stock Market index.

Fees

Fees are Average compared to funds in the same category.
USAA Extended Market Index Fund has an expense ratio of 0.06 percent.

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Risk

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

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