Victory Capital mutual funds and USAA Mutual Funds are distributed by Victory Capital Services, Inc. (VCS), member FINRA, an affiliate of Victory Capital. ©2020 Morningstar, Inc. All rights reserved. Returns include reinvestment of dividends and capital gains. USAA Growth & Income Fund Class A (Load Adjusted) 1.17%: 2.44%: 7.02%: 8.69%: 8.74%: Large Blend. The investment return and principal value will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than the original cost. The fund primarily picks U.S. and non-U.S. equity securities and … The Russell 3000® Index is a market-capitalization-weighted index that measures the performance of the 3,000 largest U.S. stocks by market capitalization and covers 98% of the investable U.S. equity universe. On the fiscal side, the U.S. government began to implement the $2.2 trillion stimulus package passed by Congress in late March. … USAA Growth & Income USGRX Morningstar Analyst Rating Quantitative rating as of Sep 30, 2020. The value of your investment is also subject to geopolitical risks such as wars, terrorism, environmental disasters, and public health crises; the risk of technology malfunctions or disruptions; and the responses to such events by governments and/or individual companies. Administrator USAA Mutual Funds … All investing involves risk, including the potential loss of principal. Source: FactSet. Carefully consider a fund's investment objectives, risks, charges and expenses before investing. USAA Growth & Income Fund. Stock selection focuses on companies that show the best potential total return. All rights reserved. Source: Kantar Media. Download a prospectus or summary prospectus containing this and other important information. Period Ending June 30, 2020. Sources: FactSet, Tullett Prebon, Commodities & Futures: Futures prices are delayed at least 10 minutes as per exchange requirements. Lipper shall not be liable for any errors or delays in the content, or for any actions taken in reliance thereon. The Fund seeks capital growth and current income by investing the Fund's assets primarily in dividend paying equity securities. Victory Capital means Victory Capital Management Inc., the investment adviser of the Victory Capital mutual funds and USAA Mutual Funds. International stock quotes are delayed as per exchange requirements. Sources: FactSet, Dow Jones, Stock Movers: Gainers, decliners and most actives market activity tables are a combination of NYSE, Nasdaq, NYSE American and NYSE Arca listings. Stocks: Real-time U.S. stock quotes reflect trades reported through Nasdaq only; comprehensive quotes and volume reflect trading in all markets and are delayed at least 15 minutes. Fund performance used for the rankings reflects certain fee waivers, without which, Morningstar rankings would have been lower and Morningstar ratings may have been lower. The performance quoted represents past performance and current performance may be lower or higher. Although the fund will invest primarily in U.S. securities, it may invest up to 20% of its total assets in foreign securities including securities issued in emerging markets. Sources: FactSet, Dow Jones, ETF Movers: Includes ETFs & ETNs with volume of at least 50,000. Emerging markets involve heightened risks related to the same factors as well as increased volatility and lower trading volume. USAA Target Managed Allocation Fund UTMAX aims to increase its total return through capital growth. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Data may be intentionally delayed pursuant to supplier requirements. Performance for periods greater than one year are annualized. Read it carefully before investing. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. See USAA Growth and Tax Strategy Fund (USBLX) mutual fund ratings from all the top fund analysts in one place. Past performance is no guarantee of future results. Cryptocurrencies: Cryptocurrency quotes are updated in real-time. Copyright 2020© FactSet Research Systems Inc. All rights reserved. Fundamental company data and analyst estimates provided by FactSet. Net expense ratio reflects the contractual waiver and/or reimbursement of management fees through June 30, 2021. Fee waivers and/or expense reimbursements were in place for some or all periods shown, without which, fund performance would have been lower. Summary prospectus, prospectus, annual and semi-annual reports, and SAI. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. Source: FactSet, Indexes: Index quotes may be real-time or delayed as per exchange requirements; refer to time stamps for information on any delays. Data are provided 'as is' for informational purposes only and are not intended for trading purposes. USAA pulls the plug on mediocre stock fund team. Read it carefully before investing. May be suitable as a core investment in many portfolios. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product’s monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. USAA and the USAA logos are registered trademarks and the USAA Mutual Funds and USAA Investments logos are trademarks of United Services Automobile Association and are being used by Victory Capital and its affiliates under license. Sources: CoinDesk (Bitcoin), Kraken (all other cryptocurrencies), Calendars and Economy: 'Actual' numbers are added to the table after economic reports are released. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods. Not FDIC Insured • May Lose Value • No Bank Guarantee. 8.80%: 7.62%: 9.96%: 10.45%--After taxes on distributions and sale of fund shares USAA Growth & Income Fund Carefully consider a fund's investment objectives, risks, charges and expenses before investing. Stocks recovered strongly during the second quarter of 2020, as investors were greatly encouraged by the extraordinary level of support provided to the U.S. economy by policymakers in response to the COVID-19 pandemic. International investments may involve risk of capital loss from unfavorable fluctuation in currency values, from differences in generally accepted accounting principles or from economic or political instability in other nations. Source: FactSet, Markets Diary: Data on U.S. Overview page represent trading in all U.S. markets and updates until 8 p.m. See Closing Diaries table for 4 p.m. closing data. Mutual Funds & ETFs: All of the mutual fund and ETF information contained in this display, with the exception of the current price and price history, was supplied by Lipper, A Refinitiv Company, subject to the following: Copyright 2020© Refinitiv. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Fund seeks capital growth and current income by investing the Fund's assets primarily in dividend paying equity securities. Download a prospectus or summary prospectus containing this and other important information. The fund's investment objective is capital growth with current income as a secondary objective. The fund invests its assets primarily in equity securities that show the best potential for total return through a combination of capital growth and income. The Morningstar Rating does not include any adjustment for sales loads. FactSet (a) does not make any express or implied warranties of any kind regarding the data, including, without limitation, any warranty of merchantability or fitness for a particular purpose or use; and (b) shall not be liable for any errors, incompleteness, interruption or delay, action taken in reliance on any data, or for any damages resulting therefrom. Carefully consider a fund's investment objectives, risks, charges and expenses before investing. Please note: High, double-digit returns are highly unusual and cannot be sustained. Quote Fund Analysis Performance Risk Price Portfolio People Parent NAV / 1-Day Return. The fund invests primarily in equity securities that show the best potential for total return through a combination of capital growth and income. Victory Capital and its affiliates are not affiliated with United Services Automobile Association or its affiliates. Investors should be aware that these returns were primarily achieved during favorable market conditions. Any copying, republication or redistribution of Lipper content, including by caching, framing or similar means, is expressly prohibited without the prior written consent of Lipper. Sources: FactSet, Tullett Prebon, Currencies: Currency quotes are updated in real-time. Sources: FactSet, Dow Jones, Bonds: Bond quotes are updated in real-time. The Morningstar RatingTM for funds, or “star rating,” is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed- end funds, and separate accounts) with at least a three-year history. Past performance does not guarantee future results. Morningstar Ratings are based on risk-adjusted performance. Change value during the period between open outcry settle and the commencement of the next day's trading is calculated as the difference between the last trade and the prior day's settle. Change value during other periods is calculated as the difference between the last trade and the most recent settle.