USAA Mutual Funds
Product ID: 17
Vendor:
Type:
Mutual Fund
$79
0.79%
None
No
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Enrollment and Questions
Use the following contact information to enroll or ask questions.
E-mail:
Address:
Website:
Phone:
(800) 531-8292
E-mail:
Address:
Attn: 403(b) Data Management
PO Box 182904
Columbus, OH 43218-2904
PO Box 182904
Columbus, OH 43218-2904
In-person:
Questions about enrollment?
View the Contact Information tab on the Vendor Details page for a list of office locations.
View the Contact Information tab on the Vendor Details page for a list of office locations.
- Product Details
- Fees and Charges
- Investment Options
Through the USAA Family of Mutual Funds, Victory Capital manages $55 billion as of Aug 15, 2019, USAA mutual funds are no-load funds with no commissions, 12(b)1 fees or deferred charges. There is no annual maintenance fee for 403(b)(7) custodial accounts.
Select the topics below to expand and view additional product details
Our Financial Advisors and member service representatives are salaried employees, therefore no commissions are charged.
USAA Mutual Funds offered by Victory Capital are a family of no-load retail funds. There are no front-end charges, 12b-1 fees or account fees.
Asset allocation is available online or through one of our licensed financial advisors.
participants can reallocate among funds within their registration
Hardship withdrawals are allowed provided the participant meets regulatory requirements for hardship withdrawals and 403(b) plan document allows for given hardship.
Required minimum distributions are required and therefore provided with multiple options
All 403(b) products contain fees. The amount of fees varies greatly depending on the product. A slight increase in fees can
substantially reduce the growth in your account which will reduce your income in retirement. To learn more about the impact
of fees, and the different types of fees please refer to the
Explanation of Fees piece located in the
Help & Resources.
Fees
|
|
$20.00 | At the time account is closed | Flat Dollar Amount | Yes | No | Yes |
