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    USAA Aggressive Growth (USAUX)

    37.21 Up 0.68(1.86%) Jun 28

    Profile as of May 30, 2016Get Profile for:
    USAA Aggressive Growth
    Usaa Mutual Funds Trust9800 Fredericksburg RoadSan Antonio, TX78288
    Phone: 800-531-8722
    Fund Overview 
    Category:Large Growth
    Fund Family:USAA
    Net Assets:1.30B
    Year-to-Date Return:-1.99%
    Morningstar Rating:3 stars
    Fund Inception Date:Oct 19, 1981
    Morningstar Style Box 
    Large Growth
    [View Category Definition]
    View Top Large Growth Funds
    About the Morningstar Style Box
    Management Information 
    Patrick M. Burton
    Lead Manager since Mar 31, 2013
    Mr. Burton is a Managing Director of Winslow Capital Management LLC (“Winslow Capital”) and has managed the MainStay VP Large Cap Growth Portfolio since March 2013. Mr. Burton joined Winslow Capital in 2010 and has been in the securities industry since 1984. Prior to joining Winslow Capital, Mr. Burton was a Senior Equity Research Analyst at Thrivent Asset Management from 2009 to 2010. Prior to that, Mr. Burton was a Managing Director with Citigroup Investments from 1999 to 2009. Mr. Burton received his B.S. with distinction in Finance from the University of Minnesota. He is also a CFA charterholder.
    Investment Information 
    Min Initial Investment:3,000
    Min Initial Investment, IRA:N/A
    Min Initial Investment, AIP:N/A
    Min Subsequent Investment:50
    Min Subsequent Investment, IRA:N/A
    Min Subsequent Investment, AIP:N/A
    USAUX can be purchased from 51 brokerages.

    Fund Summary 
    The investment seeks capital appreciation. The fund invests primarily in equity securities of large capitalization companies that are selected for their growth potential. Although the fund invests primarily in U.S. securities, it may invest up to 20% of its total assets in foreign securities including securities issued in emerging markets.

    Fund Operations 
    Last Dividend : 0.00
    Last Cap Gain (Dec 7, 2015) : 0.00
    Annual Holdings Turnover (Jun 26, 2016) : 55.00%
    Average for Category:50.46%
    Fees & Expenses 
    ExpenseUSAUXCategory Avg
    Annual Report Expense Ratio (net):0.88%1.17%
    Prospectus Net Expense Ratio:0.78%N/A
    Prospectus Gross Expense Ratio:0.78%N/A
    Max 12b1 Fee:N/AN/A
    Max Front End Sales Load:N/A5.45%
    Max Deferred Sales Load: N/A2.07%
    3 Yr Expense Projection*:249505
    5 Yr Expense Projection*:433797
    10 Yr Expense Projection*:9661,626
    * Per $10,000 invested