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USAA Income Stock Institutional UIISX

Quantitative rating as of
  • NAV / 1-Day Return 18.09  /  0.50 %
  • Total Assets 2.5 Bil
  • Adj. Expense Ratio
    0.680%
  • Expense Ratio 0.680%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 2.09%
  • Turnover 50%

Morningstar’s Analysis UIISX

Will UIISX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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USAA Income Stock Institutional's Average People Pillar and Process Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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