USAA Aggressive Growth
9800 Fredericksburg Road San Antonio TX 78288-0227
Map
Phone: 800-531-8181
| Category: | Large Growth | | Fund Family: | USAA | | Net Assets: | 848.86M | | Year-to-Date Return: | -35.63% | | Yield: | 0.38% | | Morningstar Rating: |  | | Fund Inception Date: | 19-Oct-81 |
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Thomas F. Marsico
Lead Manager since
28-Jun-02 | | | Marsico is the chief investment officer of Marsico Capital and has over 20 years experience as a securities analyst and portfolio manager. |
| 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 |
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| The investment seeks capital appreciation. The fund normally invests in equity securities of large-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. The fund is nondiversified. |
| Last Dividend
(27-Dec-07):
| 0.09 | | Last Cap Gain
(27-Sep-00):
| 1.87 | | Annual Holdings Turnover
| 70.00% | | Average for Category:
| 97.51% |
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| Expense | USAUX | 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*: |
$337 | $615 | | 5 Yr Expense Projection*: |
$585 | $944 | | 10 Yr Expense Projection*: |
$1,294 | $1,866 |
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2.63% Nasdaq 0.00%
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