USAA Capital Growth
9800 Fredericksburg Road San Antonio TX 78288-0227
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Phone: 800-531-8181
| Category: | World Stock | | Fund Family: | USAA | | Net Assets: | 564.49M | | Year-to-Date Return: | -39.80% | | Yield: | 0.74% | | Morningstar Rating: |  | | Fund Inception Date: | 27-Oct-00 |
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Michael P. McElroy
Lead Manager since
01-Dec-07 | | | McElroy is a director and senior portfolio managerof Batterymarch Financial Management, Inc. He joined Batterymarch in 2006. He was previously at Citigroup Asset Management in London, where he held senior-level responsibilities related to portfolio management, marketing and client service. McElroy has 17 years of investment experience. McElroy 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 |
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| The investment seeks capital appreciation. The fund invests primarily in equity securities that Batterymarch believes to be the most attractive in the global marketplace. It may invest up to 100% of in foreign securities. |
| Last Dividend
(27-Dec-07):
| 0.05 | | Last Cap Gain
(13-Dec-07):
| 0.67 | | Annual Holdings Turnover
| 210.00% | | Average for Category:
| 63.66% |
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| Expense | USCGX | Category
Avg | | Total Expense Ratio: | 1.20%
| 1.54% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.44% | | Max Deferred Sales Load: | 0.00%
| 2.61% | | 3 Yr Expense Projection*: |
$465 | $685 | | 5 Yr Expense Projection*: |
$803 | $1,077 | | 10 Yr Expense Projection*: |
$1,757 | $2,132 |
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2.63% Nasdaq 0.00%
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