- What does USSPX invest in?
- Under typical market conditions, the fund primarily dedicates a minimum of 80% of its assets to investing in the equities of companies included in its benchmark index. To replicate the index's performance, the appointed sub-advisor endeavors to strategically distribute the fund's capital across these holdings, striving for similar proportional weightings as the index, with an initial emphasis on the companies that represent the largest portions of the index's total value.
- What is the expense ratio of USSPX?
- USAA Mutual Funds Trust - USAA 500 Index Fund (USSPX) charges an expense ratio of 0.23%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is USSPX?
- USAA Mutual Funds Trust - USAA 500 Index Fund (USSPX) manages $15.40B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is USSPX actively managed or an index fund?
- USSPX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was USSPX launched?
- USAA Mutual Funds Trust - USAA 500 Index Fund (USSPX) launched in April 1996 and is managed by the fund issuer.
- How has USSPX performed?
- USSPX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
