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.
- NAV / 1-Day Return 12.98 / 2.20 %
- Total Assets 1.0 Bil
Adj. Expense Ratio
- 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.