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USAA Precious Metals and Minerals ClassA UPMMX

Quantitative rating as of
  • NAV / 1-Day Return 17.97  /  0.00
  • Total Assets 569.9 Mil
  • Adj. Expense Ratio
    1.310%
  • Expense Ratio 1.310%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Equity Precious Metals
  • Investment Style Mid Blend
  • Min. Initial Investment 3,000
  • Status Open
  • TTM Yield 0.83%
  • Turnover 8%

Morningstar’s Analysis UPMMX

Will UPMMX outperform in future?

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

Summary

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The combination of an Average People Pillar rating and a Low Process Pillar rating limit USAA Precious Metals and Minerals ClassA to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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