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Morningstar

USAA Aggressive Growth USAUX

Morningstar Analyst Rating
Quantitative rating as of | See Victory Capital Investment Hub
  • NAV / 1-Day Return 39.76  /  1.68 %
  • Total Assets 1.5 Bil
  • Adj. Expense Ratio
    0.630%
  • Expense Ratio 0.630%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 3,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 65%

USD | NAV as of Feb 04, 2023 | 1-Day Return as of Feb 04, 2023, 12:27 AM GMT+00:00

Morningstar’s Analysis USAUX

Will USAUX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable USAUX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the USAUX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of USAUX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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The combination of an Average People Pillar rating and a Low Process Pillar rating limit USAA Aggressive Growth to a Morningstar Quantitative Rating of Negative. The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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