USAA Extended Market Index
9800 Fredericksburg Road
Map
Phone: 800-531-8722
| Category: | Mid-Cap Blend | | Fund Family: | USAA | | Net Assets: | 264.59M | | Year-to-Date Return: | -34.57% | | Yield: | 1.32% | | Morningstar Rating: |  | | Fund Inception Date: | 27-Oct-00 |
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Debra L. Jelilian
Lead Manager since
31-Dec-00 | | | Jelilian is a director of and portfolio manager with BlackRock. Prior to joining BlackRock in 2006, she was a director of MLIM from 1999 to 2006, and has been a member of the funds management team since 2000. Jelilian has fourteen years experience in investing and in managing index investments. |
| Min Initial Investment: | $3,000 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks investment results that correspond with the total return of the Dow Jones Wilshire 4500 index. The fund invests all of the assets in the Master Extended Market index. The master fund usually invests 80% of assets in stocks of companies or other financial instruments that are included in or correlated with securities in the Dow Jones Wilshire 4500 index. |
| Last Dividend
(27-Dec-07):
| 0.12 | | Last Cap Gain
(13-Dec-07):
| 0.66 | | Annual Holdings Turnover
| 33.00% | | Average for Category:
| 91.13% |
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| Expense | USMIX | Category
Avg | | Total Expense Ratio: | 0.50%
| 1.35% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.27% | | Max Deferred Sales Load: | 0.00%
| 2.52% | | 3 Yr Expense Projection*: |
$252 | $654 | | 5 Yr Expense Projection*: |
$439 | $1,012 | | 10 Yr Expense Projection*: |
$978 | $1,941 |
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2.63% Nasdaq 0.00%
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