1You may be charged a transaction fee for on-line trades of certain third-party funds or equity and third-party fund trades placed through a phone representative. You will not pay any commissions or transaction charges for purchases or sales of Victory mutual funds or ETFs. Other fees and expenses, including items such as fund expenses, third-party mutual fund sales charges, wire fees, account maintenance fees will apply.
All investing involves risk, including the potential loss of principal.
Carefully consider a fund's investment objectives, risks, charges and expenses before investing. To obtain a prospectus or summary prospectus containing this and other important information, visit www.vcm.com/prospectus. Read it carefully before investing.
Carefully consider the investment objectives, risks, charges and expenses of the USAA 529 Education Savings Plan (Plan) before investing. Visit www.vcm.com/prospectus for a Plan Description and Participation Agreement containing this and other important information about the Plan from Victory Capital Services, Inc., Underwriter and Distributor. Read it carefully before investing. You should compare the Plan with any 529 Plan offered by your home state or your beneficiary’s home state and consider, before investing, any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in the home state’s plan.
Interests in the USAA 529 College Savings Plan (Plan) are municipal fund securities issued by the Nevada College Savings Trust Fund (Trust). The value of an investment in the Plan will vary with market conditions. The Plan is administered by the Nevada State Treasurer, Zach Conine. Victory Capital Management Inc. (Victory Capital) provides investment management services, and Victory Capital Services, Inc. markets and distributes the Plan. Ascensus Broker Dealer Services, Inc. serves as the Program Manager as well as effects account owner transactions in the Plan. Interests in the Plan are not guaranteed by the Trust, the Plan, the state of Nevada, the Board or any other governmental entities, or any USAA, Victory Capital or Ascensus entities and you could lose money.
Victory Funds and the USAA 529 Education Savings Plan (Plan) are distributed by Victory Capital Services, Inc. (VCS). VictoryShares ETFs are distributed by Foreside Fund Services, LLC (Foreside). VCS is not affiliated with Foreside or United Services Automobile Association or its affiliates (USAA); Foreside is not affiliated with USAA. USAA and the Plan logos are trademarks of USAA and are being used under license.
Earnings on nonqualified Plan withdrawals may be subject to federal income tax and a 10% federal penalty tax, as well as state and local income taxes. The availability of tax or other benefits may be contingent on meeting other requirements. State tax treatment of withdrawals used for i) expenses for tuition in connection with enrollment or attendance at an elementary or secondary public, private, or religious school, ii) expenses related to apprenticeship programs, or iii) student loan repayments is determined by the state(s) where the taxpayer files state income tax. Federal and state tax laws are subject to change, please consult with a tax advisor.
VCS will provide you an investment recommendation at no charge to you. You are not obligated to follow any recommendation we provide you. If you do implement a recommendation, you may incur initial fees such as commissions or sales charges. You may also pay ongoing fees such as fund management fees and operating expenses.
Certain restrictions apply for Victory Capital’s bonus programs. Please click here for more details.
Automatic investment plans don't assure a profit or protect against loss in declining markets.
Upromise member must Verify the account Email Address and link an eligible 529 College Savings Plan to receive the $30.29 Bonus cash back rewards. Bonus is awarded as $5.29 for email verification and $25.00 for 529 account linking. Member's cash back rewards account balance must meet the minimum transfer amount to be eligible for transferring cash back rewards into a linked 529 account. Bonus available for new members only.
Not FDIC Insured • May Lose Value • No Bank Guarantee