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USAA Small Cap Stock USCAX

Quantitative rating as of | See Victory Capital Investment Hub
  • NAV / 1-Day Return 12.98  /  2.20 %
  • Total Assets 1.0 Bil
  • Adj. Expense Ratio
    1.080%
  • Expense Ratio 1.080%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 3,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 77%

Morningstar’s Analysis USCAX

Will USCAX 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 Below Average Process Pillar rating limit USAA Small Cap Stock to a Morningstar Quantitative Rating of Neutral. 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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