3 / 5 Stars
3 4 3 3 3
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#72 in Small Blend
U.S. News evaluated 227 Small 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 28.69 percent over the past year, 14.29 percent over the past three years, 25.94 percent over the past five years, and 8.66 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||0.3%|
|3 Years (Annualized)||14.3%|
|5 Years (Annualized)||25.9%|
|10 Years (Annualized)||8.7%|
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 are Above Average compared to funds in the same category.
USAA Small Cap Stock Fund has an expense ratio of 1.25 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.