USAA Precious Metals and Minerals 9800 Fredericksburg Road San Antonio TX 78288-0227 Map
Phone: 800-531-8181
| Category: | Equity Precious Metals | | Fund Family: | USAA | | Net Assets: | 1.38B | | Year-to-Date Return: | 47.20% | | Yield: | 0.04% | | 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: | $50 |
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| The investment seeks long-term capital appreciation and protection against inflation. The fund normally invests at least 80% of assets in the equity securities of domestic and foreign companies principally engaged in gold exploration, mining, or processing and other precious metals and minerals, such as platinum, silver and diamonds. It is nondiversified. |
| Last Dividend
(18-Dec-08):
| 0.01 | | Last Cap Gain
(11-Dec-08):
| 2.58 | | Annual Holdings Turnover
| 28.00% | | Average for Category:
| 75.46% |
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| Expense | USAGX | Category Avg | | Total Expense Ratio: | 1.31%
| 1.47% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.36% | | Max Deferred Sales Load: | %
| 2.55% | | 3 Yr Expense Projection*: |
$ 415 | $644 | | 5 Yr Expense Projection*: |
$ 718 | $974 | | 10 Yr Expense Projection*: |
$ 1,579 | $1,885 |
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