USAA Cornerstone Strategy
9800 Fredericksburg Road San Antonio TX 78288-0227
Map
Phone: 800-531-8181
| Category: | Moderate Allocation | | Fund Family: | USAA | | Net Assets: | 1.50B | | Year-to-Date Return: | -33.12% | | Yield: | 2.25% | | Morningstar Rating: |  | | Fund Inception Date: | 15-Aug-84 |
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Mark W. Johnson
Lead Manager since
01-Jan-94 | | | Johnson is executive director of equity investments with USAA Investment Management Company. He joined the company as a senior securities analyst in 1988. Previously, he spent 14 years with the trust investment departments of Old Kent Bank & Trust Company, where he was vice president, and with the National Bank of Detroit. Johnson 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: | $20 |
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| The investment seeks a positive, inflation-adjusted return while maintaining a stable share value. The fund provides a diversified investment program by allocating assets within the following ranges: 15% to 70% of assets in US stocks, 5% to 70% in international stocks, 5% to 50% in bonds and money market instruments and up to 20% in real estate securities. |
| Last Dividend
(27-Dec-07):
| 0.44 | | Last Cap Gain
(13-Dec-07):
| 3.20 | | Annual Holdings Turnover
| 175.00% | | Average for Category:
| 72.64% |
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| Expense | USCRX | Category
Avg | | Total Expense Ratio: | 1.19%
| 1.09% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.27% | | Max Deferred Sales Load: | 0.00%
| 2.72% | | 3 Yr Expense Projection*: |
$387 | $623 | | 5 Yr Expense Projection*: |
$670 | $941 | | 10 Yr Expense Projection*: |
$1,477 | $1,840 |
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2.63% Nasdaq 0.00%
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