USAA Global Opportunities
9800 Fredericksburg Road
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Phone: 800-531-8722
| Category: | World Stock | | Fund Family: | USAA | | Net Assets: | 254.02M | | Year-to-Date Return: | 15.00% | | Yield: | 0.71% | | Morningstar Rating: | N/A | | Fund Inception Date: | 31-Jul-08 |
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Arnold J. Espe
Lead Manager since
31-Jul-08 | | | Espe is a portfolio manager for USAA Investment Management Company, his employer since 2000. Prior to joining USAA, he worked for Capital Consultants from June 1999 to March 2000 and NM Capital Management from September 1996 to June 1999. Espe has more than 20 years of investment management experience. Espe holds the Chartered Financial Analyst designation and is a member of the San Antonio Financial Analysts Society, Inc. |
| Min Initial Investment: | $0 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks an average annual return that is greater than the 1-year U.S.Treasury bond, before fees and expenses, over a full market cycle while seeking to limit the fund?s exposure to large negative returns. The fund mainly invests in stocks and exchange-traded funds (ETFs) that invest primarily in stocks. It may invest multiple asset classes including U.S.stocks, non-U.S.stocks in developed and emerging markets, global real estate securities, and fixed-income securities.The fund is nondiversified. |
| Last Dividend
(29-Dec-08):
| 0.07 | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| 60.00% | | Average for Category:
| 91.32% |
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| Expense | UGOFX | Category
Avg | | Total Expense Ratio: | 1.22%
| 1.51% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.35% | | Max Deferred Sales Load: | %
| 2.53% | | 3 Yr Expense Projection*: |
$ 425 | $729 | | 5 Yr Expense Projection*: |
$ 734 | $1,136 | | 10 Yr Expense Projection*: |
$ 1,613 | $2,279 |
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