USMIX : USAA Extended Market Index Fund

USMIX is a US Stocks Market Mid-Cap Blend index fund with LOW fees.

USMIX

USAA Extended Market Index Fund

FI Score

66 /100

Expense Ratio Rating

8 /10

Expense Rating

6 /10

Market Score

7 /10

Category Score

5 /10

Market Size

7 /10

66% FI Score
  • usmix
  • Mutual Fund
  • US Stocks
  • Mid-Cap Blend

USAA Extended Market Index Fund

Expenses: 0.41% (Better than 1% of similar funds)

This is an OK choice for a Mid-Cap Blend US Stocks fund. See why ยป

Fund Summary

The investment seeks to match, before fees and expenses, the performance of all small- and mid-cap stocks as measured by the Wilshire 4500 Completion IndexSM. The fund's principal investment strategy is, under normal market conditions, to invest at least 80% of its assets in securities or other financial instruments of companies that are components of, or have economic characteristics similar to, the securities included in the index. The index is a market cap-weighted index consisting of the small and mid-cap companies in the U.S. equity market.

Largest Holdings

Amount Holding
2.04% Tesla Inc
1.17% Uber Technologies Inc
0.91% Blackstone Group Inc
0.77% Russ 2000 Idx Fut Jun20
0.63% DexCom Inc
0.59% CoStar Group Inc
0.53% Liberty Broadband Corp A
0.51% Splunk Inc
0.48% Veeva Systems Inc Class A
0.48% Seattle Genetics Inc
0.47% Palo Alto Networks Inc
0.45% DocuSign Inc
0.40% RingCentral Inc Class A
0.38% Markel Corp
0.37% Workday Inc Class A
0.36% Sun Communities Inc
0.36% Square Inc A
0.35% Biomarin Pharmaceutical Inc
0.34% IAC/InterActiveCorp
0.34% Invitation Homes Inc
0.33% Marvell Technology Group Ltd
0.33% Tyler Technologies Inc
0.33% TransUnion
0.33% Equity Lifestyle Properties Inc
0.32% Snap Inc Class A

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo