USAA Growth
9800 Fredericksburg Road San Antonio TX 78288-0227
Map
Phone: 800-531-8181
| Category: | Large Growth | | Fund Family: | USAA | | Net Assets: | 574.68M | | Year-to-Date Return: | -40.21% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 05-Apr-71 |
|
Mark B. Baribeau
Lead Manager since
01-Jul-04 | | | Baribeau is vice president and portfolio manager with Loomis Sayles, his employer since 1989. Prior to that, he was an economist for John Hancock Financial Services. He has over 21 years of investment experience. Baribeau holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $3,000 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
|
| |
| The investment seeks long-term growth of capital. The fund normally invests in equity securities of companies that are selected for their growth potential. Although the fund invests primarily in U.S. securities, it may invest to a limited extent in foreign securities. |
| Last Dividend
(27-Jun-07):
| 0.00 | | Last Cap Gain
(27-Sep-00):
| 0.51 | | Annual Holdings Turnover
| 156.00% | | Average for Category:
| 97.51% |
|
| Expense | USAAX | Category
Avg | | Total Expense Ratio: | 1.00%
| 1.35% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.41% | | Max Deferred Sales Load: | 0.00%
| 2.68% | | 3 Yr Expense Projection*: |
$384 | $615 | | 5 Yr Expense Projection*: |
$665 | $944 | | 10 Yr Expense Projection*: |
$1,466 | $1,866 |
|
|
2.63% Nasdaq 0.00%
Profile
