Small Cap Stock Fund Quote
| UISCX Fund | USD 13.51 -0.27 -1.96% |
Performance Weak
| Odds Of Distress Low
|
As of March 21, 2026, Small Cap is priced at $13.51, reflecting 1.96% down today after opening at $13.78. Current risk models assign Small Cap a 23% probability of financial distress, reflecting a moderate probability within its capital structure. Risk-adjusted return data over the last 90 trading days classifies Small Cap as weak in terms of performance. The performance scores are derived for the period from December 21, 2025 through March 21, 2026. The scores are based on performance observations within the time window. Values are drawn from observed market activity across periods. Learn more.
Moving together with Small Mutual Fund
Mutual Fund Highlights
Small Cap Stock [UISCX] is traded in USA. The fund is listed under the Small Blend category and is part of the USAA family. This fund at this time has accumulated 1.75 B in net assets with a minimum initial investment of $1000 K. Small Cap Stock is currently producing a year-to-date (YTD) return of 2.18%, while the total return for the last 3 years is 10.4%. Small Cap financial stability analysisInstrument Allocation
Notable Updates
| Fund Concentration | USAA Funds, Large Funds, Small Blend Funds, Small Blend, USAA, Large, Small Blend (View all Sectors) |
| Update Date | 31st of March 2026 |
Sector Allocation
Investors benefit from spreading exposure across multiple sectors, as broader diversification reduces the likelihood of large losses. For Small Mutual Fund, a wide sector allocation may reduce expected returns alongside risk.
For institutional investors seeking a sector tilt, Small Cap Stock Mutual Fund provides a low-cost, efficient alternative to custom portfolio construction. Sector ETF diversification can be a profitable strategy, but sound portfolio management limits any single industry to a maximum of 20% of.
Top Holders
| URFFX | Target Retirement 2050 | Mutual Fund | Target-Date 2050 | |
| URFRX | Target Retirement 2040 | Mutual Fund | Target-Date 2040 | |
| URSIX | Target Retirement 2060 | Mutual Fund | Target-Date 2060+ | |
| URTRX | Target Retirement 2030 | Mutual Fund | Target-Date 2030 | |
| USCCX | Cornerstone Servative Fund | Mutual Fund | Allocation--15% to 30% Equity |
Common Risk Profiles
| Mean Deviation | 0.7934 | |||
| Standard Deviation | 1.03 | |||
| Variance | 1.06 | |||
| Risk Adjusted Performance | -0.04 |
Small Cap Stock Against Markets
Mutual Fund Analysis Notes
The fund keeps 99.99% of net assets in stocks. For Small Cap Stock, recent data highlights $1.2 billion in Total Assets and $1.7 billion in Net Assets.Investor Insights and Alerts
Automated alerts tied to Small Cap Stock help investors surface material conditions that may support or challenge the current thesis before they become expensive mistakes. The strongest alert framework is one that makes risk easier to acknowledge before the market fully reprices it.
| Small Cap Stock generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: Exclusive Iran War Puts Venture Funds Public Listing on Hold - WSJ | |
| The fund keeps 99.99% of its net assets in stocks |
Top Small Cap Stock Mutual Fund Constituents
| FWRD | Forward Air | Stock | |
| GEF | Greif Bros | Stock | |
| VG | Venture Global | Stock | |
| THR | Thermon Group Holdings | Stock | |
| TRS | TriMas | Stock | |
| RDN | Radian Group | Stock | |
| HURN | Huron Consulting Group | Stock | |
| ENPH | Enphase Energy | Stock | |
| CHGG | Chegg Inc | Stock | |
| ALE | Allete Inc | Stock | |
| DOC | Healthpeak Properties | Stock | |
| VCYT | Veracyte | Stock | |
| MLI | Mueller Industries | Stock | |
| CUB | Lionheart Holdings | Stock | |
| APPS | Digital Turbine | Stock | |
| MGNI | Magnite | Stock | |
| KLIC | Kulicke and Soffa | Stock | |
| MDRX | Veradigm | Stock | |
| FCN | FTI Consulting | Stock | |
| NWBI | Northwest Bancshares | Stock | |
| LPX | Louisiana Pacific | Stock | |
| SXT | Sensient Technologies | Stock | |
| LXP | LXP Industrial Trust | Stock | |
| WNS | WNS Holdings | Stock | |
| GTLS | Chart Industries | Stock | |
| PODD | Insulet | Stock | |
| NWE | NorthWestern | Stock | |
| ALEX | Alexander Baldwin Holdings | Stock |
Institutional Mutual Fund Holders for Small Cap
Tracking institutional flows in Small Cap Stock helps tell apart passive rebalancing from active buying. Ownership mix should still be evaluated through filings, holder turnover, and governance disclosures. Small Cap Stock holder concentration should be checked against volatility trends to see how ownership affects price during stressed markets.
| URFFX | Target Retirement 2050 | Mutual Fund | Target-Date 2050 | |
| URFRX | Target Retirement 2040 | Mutual Fund | Target-Date 2040 | |
| URSIX | Target Retirement 2060 | Mutual Fund | Target-Date 2060+ | |
| URTRX | Target Retirement 2030 | Mutual Fund | Target-Date 2030 | |
| USCCX | Cornerstone Servative Fund | Mutual Fund | Allocation--15% to 30% Equity |
Outstanding Bonds
Predictive Daily Indicators
Intraday indicators for Small Cap Stock suit investors who need a shorter decision cycle and tighter control over timing. For most traders, the benefit is faster feedback on momentum, which sharpens both entries and exits.
| Rate Of Daily Change | 0.98 | |||
| Day Median Price | 13.51 | |||
| Day Typical Price | 13.51 | |||
| Price Action Indicator | -0.13 | |||
| Period Momentum Indicator | -0.27 |
Forecast Models
Forecasting applied to Small Cap Stock learns from price structure, volatility patterns, and trend strength rather than commentary alone. They work best when compared with volatility and catalyst risk rather than treated as a single price target.Mutual Fund Overview, Methodology & Data Sources
Fund analysis emphasizes diversification, manager constraints, and fee drag. The five-year return stands at 1.0%.
Methodology
Unless otherwise specified, data for Small Cap Stock is derived from fund disclosures (prospectus language, holdings reports, and periodic statements where available). Asset-level metrics are computed daily by Macroaxis LLC and refreshed regularly based on instrument type. Small Cap Stock market data and reported NAV may reflect delayed updates. Data may be delayed depending on reporting sources and market conventions. Assumptions: The dataset for Small Cap Stock incorporates public fund disclosures, holdings reports, and market data feeds and official institutional disclosures, including U.S. Securities and Exchange Commission (SEC) via EDGAR. Some inputs may not update instantaneously. All analytics are generated using standardized, rules-based models designed to promote consistency and comparability across instruments. Model assumptions, reference parameters, and selected computational inputs are available in the Model Inputs section. If you have questions about our data sources or methodology, please contact Macroaxis Support.
Research Sources
Small Cap Stock may have reference inputs that incorporate holdings disclosures, category classification, and NAV-derived statistics where available. Updates may occur throughout the day.