USAA Small Cap Stock Fund

Scorecard
3 / 5 Stars
Lipper
4 4 3 3 2
Zacks Investment Research
4 (Sell)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C- (Hold)

U.S. News evaluated 229 Small 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 21.86 percent over the past year, 14.02 percent over the past three years, 20.41 percent over the past five years, and 8.71 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 1.3%
1 Year 21.9%
3 Years (Annualized) 14.0%
5 Years (Annualized) 20.4%
10 Years (Annualized) 8.7%

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Summary

The investment seeks long-term growth of capital. The fund normally invests at least 80% of its assets in equity securities of companies with small market capitalizations. This 80% policy may be changed upon at least 60 days' written notice to shareholders. Although the fund will invest primarily in U.S. securities, it may invest up to 20% of its total assets in foreign securities including securities issued in emerging markets.

Fees

Fees are Above Average compared to funds in the same category.
USAA Small Cap Stock Fund has an expense ratio of 1.00 percent.

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Risk

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

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