USAA World Growth
9800 Fredericksburg Road San Antonio TX 78288-0227
Map
Phone: 800-531-8181
| Category: | World Stock | | Fund Family: | USAA | | Net Assets: | 437.58M | | Year-to-Date Return: | 25.04% | | Yield: | 1.31% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Oct-92 |
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David R. Mannheim
Lead Manager since
28-Jun-02 | | | ? Investment Officer ? Global Equity Portfolio Manager ? Serves on: MFS Non-U.S. Equity Management Committee ? Responsible for final buy and sell decisions, portfolio construction, risk control and cash management. Participates in the research process and strategy discussions. ? Joined MFS in 1988 as an Equity Research Analyst following non-U.S. securities; named Portfolio Manager in 1992 ? Previous experience includes: four years as a Lending Officer for Midlantic National Bank |
| 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 capital appreciation. The fund invests assets primarily in equity securities of both foreign and domestic issuers. It may invest in companies of any size. It generally focuses on companies with large market capitalizations. The Fund may invest a relatively large percentage of its assets in a single country, a small number of countries, or a particular geographic region. Investments are selected primarily based on fundamental analysis of issuers. Quantitative analysis also may be considered. |
| Last Dividend
(29-Dec-08):
| 0.21 | | Last Cap Gain
(11-Dec-08):
| 0.31 | | Annual Holdings Turnover
| 20.00% | | Average for Category:
| 91.32% |
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| Expense | USAWX | Category
Avg | | Total Expense Ratio: | 1.42%
| 1.51% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.35% | | Max Deferred Sales Load: | %
| 2.53% | | 3 Yr Expense Projection*: |
$ 449 | $729 | | 5 Yr Expense Projection*: |
$ 776 | $1,136 | | 10 Yr Expense Projection*: |
$ 1,702 | $2,279 |
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0.83% Nasdaq 
0.03 (0.18%) 
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