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Morningstar

USAA Income Stock USISX

Morningstar Analyst Rating
Quantitative rating as of | See Victory Capital Investment Hub
  • NAV / 1-Day Return 18.11  /  0.56 %
  • Total Assets 2.5 Bil
  • Adj. Expense Ratio
    0.700%
  • 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%

USD | NAV as of Feb 08, 2023 | 1-Day Return as of Feb 08, 2023, 12:52 AM GMT+00:00

Morningstar’s Analysis USISX

Will USISX 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 USISX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the USISX 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 USISX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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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.

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