529 Investment Change Form Complete this form to make an investment change to your USAA 529 Educatio: Fill out & sign online

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Does USAA offer mutual funds?

Invest in what works for you, like stocks, bonds, mutual funds, options and ETFs. Access professionally managed, diversified portfolios. Get tax advantages by saving with an individual retirement account. Save for education costs with a 529 Education Savings Plan.

What happened to USAA mutual funds?

Your shares in USAA-branded funds still belong to you, and now the funds are run by Victory Capital. If youve signed up for USAAs wealth-management services, then Schwab will manage your investments for you. Members do not need to take action on their accounts.

What is the expense ratio for USAA mutual fund?

USAA 500 Index Fund has an expense ratio of 0.24 percent.

What is the rate of return on USAA mutual funds?

The fund has returned -12.70 percent over the past year, 13.02 percent over the past three years, 8.49 percent over the past five years, and 11.29 percent over the past decade.

What is the low balance fee for Victory Capital?

There is a $10 annual fee that may be waived once you invest at least $50 per month through automatic investments or docHub an account balance of $1,000.