Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | USMIX Insights | USMIX Score | USMIX Performance | USMIX News | USMIX Allocation | USMIX Holdings Change

USAA Extended Market Index (USMIX) Fund Ranking and Research

Ranking, Research and Recommendation of USAA Extended Market Index (USMIX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of USAA Extended Market Index Fund (USMIX) ManagerFund Manager - Alan Mason

Fund Manager Information

Fund Manager Tenure: 6.4 years
Fund Family: USAA
Fund Category: Mid-Cap Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.57)     (What does this score mean?)

 

Graph of USAA Extended Market Index Fund (USMIX) ProfileUSAA Extended Market Index Fund (USMIX) Profile

Fund Profile and Description

USAA Extended Market Index Fund seeks to match the performance of the U.S. stocks not included in the S&P 500 Index as represented by the Dow Jones U.S. Completion Total Stock Market Index. USAA Extended Market Index Fund may invest all of the assets in the Master Extended Market Index Series of the Quantitative Master Series LLC. Under normal market conditions, it normally invest at least 80% of the Extended Market Portfolio's assets in securities of companies or other financial instruments that are components of or have economic characteristics similar to the securities included in the Dow Jones U.S Completion Total Stock Market Index..

 

USAA Extended Market Index (USMIX) Fund Strength What we like about USAA Extended Market Index (USMIX) Fund

Data for USAA Extended Market Index Fund (USMIX) as of May 30, 2016

  • USAA Extended Market Index Fund (USMIX) management has been with USAA Extended Market Index Fund for 6.4 years
  • USAA Extended Market Index Fund (USMIX) ratio of up-years vs down years is greater than 2
  • Asset base in USAA Extended Market Index Fund (USMIX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • USAA Extended Market Index Fund (USMIX) has an annual stock turnover rate of 14.00% vs Mid-Cap Blend average of 60.70%. It is good that USAA Extended Market Index management does not trade extensively for its return.
  • USAA Extended Market Index Fund (USMIX) has a lower expense ratio than its Mid-Cap Blend average: 0.48% vs 1.15%
  • USAA Extended Market Index Fund (USMIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

USAA Extended Market Index Fund (USMIX) Weakness What we are cautious about USAA Extended Market Index (USMIX) Fund

Data for USAA Extended Market Index Fund (USMIX) as of May 30, 2016

  • USAA Extended Market Index Fund (USMIX) has a less-than-ideal short-term performance (1-year return -6.41% vs -4.08% Mid-Cap Blend category median performance)
  • USAA Extended Market Index Fund (USMIX) has a less-than-ideal mid-term performance (3-year return 7.57% vs 8.11% Mid-Cap Blend category median performance)
  • USAA Extended Market Index Fund (USMIX) has a less-than-ideal Long-term performance (5-year return 8.35% vs 8.53% Mid-Cap Blend category median performance)
  • USAA Extended Market Index Fund (USMIX) has a Morningstar rating of 3 and below
  • USAA Extended Market Index Fund (USMIX) is less safe compared to its Mid-Cap Blend peers
  • USAA Extended Market Index Fund (USMIX) is more volatile than its peers as it has a 3-year Standard Deviation of 13.72 that is higher than category average of 12.56
See USAA Extended Market Index Fund (USMIX) performance details as of May 30, 2016

 

What do you think?

 

Compare USAA Extended Market Index Fund (USMIX)Compare with other top Mid-Cap Blend category mutual funds

Aadditional top Mid-Cap Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
USAA Extended Market Index2.43-6.417.578.35
VY JPMorgan Mid Cap Value S2 (IJPMX)5.65-1.1810.0811.52Compare
Thrivent Mid Cap Stock A (AASCX)7.444.8912.209.76Compare
CRM Mid Cap Value Instl (CRIMX)9.240.699.458.33Compare

See top fund managers for Mid-Cap Blend Category Funds

 

Compare USAA Extended Market Index Fund (USMIX)Compare with Mid-Cap Blend category ETFs

Some Mid-Cap Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
Direxion All Cap Insider Sentiment ETF (KNOW)3.88%2.77%13.82%
Guggenheim Mid-Cap Core ETF (CZA)6.80%1.17%9.91%
Schwab US Mid-Cap ETF (SCHM)000
iShares Russell Mid-Cap (IWR)000
SPDR S&P MidCap 400 ETF (MDY)000

 

Graph of USAA Extended Market Index Fund (USMIX) Net Asset TrackingUSAA Extended Market Index (USMIX) Fund Net Asset

Track net asset change of USAA Extended Market Index fund (USMIX)

DateNet Asset
05/2016$613.38M
03/2016$601.40M
02/2016$558.54M
More historic net asset information on USAA Extended Market Index Fund (USMIX)

  

Graph of USAA Extended Market Index Fund (USMIX) Portfolio TrackingUSAA Extended Market Index (USMIX) Fund Portfolio Allocation

Track portfolio allocation change of USAA Extended Market Index fund (USMIX)

DateCashStockBondOther
12/20154.07%88.14%0%7.79%
09/20152.68%92.27%0%5.04%
06/20153.62%93.8%0%2.59%
Click here to see more historic asset allocation information on USAA Extended Market Index Fund (USMIX)

 

graph of USAA Extended Market Index Fund (USMIX) Top 10 Position TrackingTop 10 Holdings in USAA Extended Market Index (USMIX) Fund

Discover what USAA Extended Market Index Fund (USMIX) manager is buying

Dec 30, 2015
Liberty Global plc [0.61%]
LinkedIn Corporation Class A Co [0.61%]
Tesla Motors, Inc. [0.57%]
Incyte Corporation [0.43%]
BioMarin Pharmaceutical Inc. [0.4%]
Las Vegas Sands Corp. Common St [0.38%]
Citizens Financial Group, Inc. [0.33%]
Charter Communications, Inc. [0.33%]
SBA Communications Corporation [0.32%]
Twitter, Inc. Common Stock [0.32%]

Sep 29, 2015
Illumina, Inc. [0.61%]
Liberty Global plc [0.6%]
Tesla Motors, Inc. [0.58%]
LinkedIn Corporation Class A Co [0.53%]
Incyte Corporation [0.44%]
BioMarin Pharmaceutical Inc. [0.41%]
Twitter, Inc. Common Stock [0.37%]
Las Vegas Sands Corp. Common St [0.33%]
SBA Communications Corporation [0.32%]
Charter Communications, Inc. [0.32%]

Jun 29, 2015
Illumina, Inc. [0.67%]
Liberty Global plc [0.65%]
Tesla Motors, Inc. [0.56%]
LinkedIn Corporation Class A Co [0.47%]
BioMarin Pharmaceutical Inc. [0.46%]
United Continental Holdings [0.44%]
Las Vegas Sands Corp. Common St [0.4%]
Twitter, Inc. Common Stock [0.4%]
Incyte Corporation [0.35%]
Cheniere Energy, Inc. Common St [0.33%]
Click here for Stock Holding Change Map in USAA Extended Market Index Fund (USMIX)

  

Latest News on USAA Extended Market Index (USMIX) Fund

See what is happening with USAA Extended Market Index Fund (USMIX)

    No recent news

 

USAA Extended Market Index Fund (USMIX) Related ResourcesSee more information on USAA Extended Market Index (USMIX) Fund

Popular pages on USAA Extended Market Index (USMIX) Fund

  

Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update