USAA Income Stock's Average Process Pillar and People Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.
- NAV / 1-Day Return 18.11 / 0.56 %
- Total Assets 2.5 Bil
Adj. Expense Ratio
- Expense Ratio 0.700%
- Distribution Fee Level Below Average
- Share Class Type No Load
- Category Large Value
- Investment Style Large Value
- Min. Initial Investment 3,000
- Status Open
- TTM Yield 2.01%
- Turnover 50%
Morningstar’s Analysis USISX
Will USISX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.