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Quantitative rating as of
  • NAV / 1-Day Return 17.24  /  0.58 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    0.910%
  • Expense Ratio 0.900%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 3,000
  • Status Open
  • TTM Yield 1.13%
  • Turnover 69%

Morningstar’s Analysis UVALX

Will UVALX outperform in future?

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

Summary

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Weakness in USAA Value's Process and People Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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