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USAA Aggressive Growth (USAUX)

42.78 Up 0.12(0.28%) Sep 2

Profile as of Jul 30, 2014Get Profile for:
USAA Aggressive Growth
9800 Fredericksburg Road
Map
Phone: 800-531-8722
Fund Overview 
Category:Large Growth
Fund Family:USAA
Net Assets:1.21B
Year-to-Date Return:2.12%
Yield:2.03%
Morningstar Rating:2 stars
Fund Inception Date:Oct 19, 1981
Morningstar Style Box 
Large Growth
[View Category Definition]
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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 29 years of experience in the securities industry. 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 45 brokerages.

Fund Summary 
The investment seeks capital appreciation. The fund invests primarily in equity securities of large companies that are selected for their growth potential. Although the fund will invest 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 5, 2013) : 0.00
Annual Holdings Turnover (Aug 28, 2014) : 67.00%
Average for Category:46.27%
Fees & Expenses 
ExpenseUSAUXCategory Avg
Annual Report Expense Ratio (net):1.08%1.20%
Prospectus Net Expense Ratio:1.08%N/A
Prospectus Gross Expense Ratio:1.08%N/A
Max 12b1 Fee:N/AN/A
Max Front End Sales Load:N/A5.45%
Max Deferred Sales Load: N/A2.30%
3 Yr Expense Projection*:343548
5 Yr Expense Projection*:595869
10 Yr Expense Projection*:1,3171,749
* Per $10,000 invested