USAA Small Cap Stock
9800 Fredericksburg Road San Antonio TX 78288-0227
Map
Phone: 800-531-8181
| Category: | Small Blend | | Fund Family: | USAA | | Net Assets: | 535.83M | | Year-to-Date Return: | 22.50% | | Yield: | 0.09% | | Morningstar Rating: |  | | Fund Inception Date: | 02-Aug-99 |
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Timothy J. McCormack
Lead Manager since
31-Dec-03 | | | McCormack is vice president and equity portfolio manager of Wellington Management, has been involved in portfolio management and securities analysis for the fund since 2000. He joined Wellington Management as an investment professional in 2000. McCormack is a member of the New York Society of Security Analysts. McCormack 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 growth of capital. The fund normally invests at least 80% of assets in equity securities of companies with small market capitalizations. This 80% policy may be changed upon 60 days' notice to shareholders. Although the fund invests primarily in U.S. securities, it may invest to a limited extent in foreign securities. |
| Last Dividend
(18-Dec-08):
| 0.01 | | Last Cap Gain
(13-Dec-07):
| 1.49 | | Annual Holdings Turnover
| 70.00% | | Average for Category:
| 95.63% |
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| Expense | USCAX | Category
Avg | | Total Expense Ratio: | 1.32%
| 1.40% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.37% | | Max Deferred Sales Load: | %
| 2.35% | | 3 Yr Expense Projection*: |
$ 418 | $614 | | 5 Yr Expense Projection*: |
$ 723 | $991 | | 10 Yr Expense Projection*: |
$ 1,590 | $1,998 |
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2.03% Nasdaq 
0.02 (0.20%) 
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