USSPX : USAA 500 Index Fund Member Shares

USSPX is a US Stocks Market Large Blend index fund with LOW fees.

USSPX

USAA 500 Index Fund Member Shares

FI Score

85 /100

Expense Ratio Rating

8 /10

Expense Rating

8 /10

Market Score

9 /10

Category Score

10 /10

Market Size

9 /10

85% FI Score
  • usspx
  • Mutual Fund
  • US Stocks
  • Large Blend

USAA 500 Index Fund Member Shares

Expenses: 0.25% (Better than 1% of similar funds)

This is an OK choice for a Large Blend US Stocks fund. See why ยป

Fund Summary

The investment seeks to match, before fees and expenses, the performance of the stocks composing the Victory US Large Cap 500 Index. The fund's principal investment strategy is, under normal market conditions, to invest at least 80% of the fund's assets in the common stocks of companies composing the index. In seeking to track the performance of the index, the fund's subadviser attempts to allocate the fund's investments among stocks in approximately the same weightings as the index, beginning with the stocks that make up the larger portion of the index's value.

Largest Holdings

Amount Holding
5.48% Microsoft Corp
5.19% Apple Inc
4.09% Amazon.com Inc
3.29% Alphabet Inc Class C
1.88% Berkshire Hathaway Inc B
1.75% Facebook Inc A
1.58% Johnson & Johnson
1.33% Visa Inc Class A
1.28% JPMorgan Chase & Co
1.25% Procter & Gamble Co
1.07% Intel Corp
1.04% UnitedHealth Group Inc
1.03% Verizon Communications Inc
1.02% Mastercard Inc A
0.99% AT&T Inc
0.96% The Home Depot Inc
0.92% Merck & Co Inc
0.86% Coca-Cola Co
0.85% Pfizer Inc
0.82% Bank of America Corp
0.80% Walmart Inc
0.79% PepsiCo Inc
0.79% Cisco Systems Inc
0.74% NVIDIA Corp
0.74% Netflix Inc

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 up duo