USAA Cornerstone Strategy
9800 Fredericksburg Road San Antonio TX 78288-0227
Map
Phone: 800-531-8181
| Category: | Moderate Allocation | | Fund Family: | USAA | | Net Assets: | 1.89B | | Year-to-Date Return: | 29.92% | | Yield: | 2.52% | | 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: | $20 |
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| The investment seeks achieve a positive, inflation-adjusted rate of return over the long term. The fund provides a diversified investment program by allocating assets within the following ranges: 15% to 70% of assets in US stocks, 5% to 70% in international stocks, 5% to 50% in bonds , money market instruments and up to 20% in real estate securities and 0% to 20% in precious metals and minerals securities and other alternative investment strategies . |
| Last Dividend
(29-Dec-08):
| 0.51 | | Last Cap Gain
(13-Dec-07):
| 3.20 | | Annual Holdings Turnover
| 162.00% | | Average for Category:
| 81.32% |
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| Expense | USCRX | Category
Avg | | Total Expense Ratio: | 1.46%
| 1.02% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.28% | | Max Deferred Sales Load: | %
| 2.73% | | 3 Yr Expense Projection*: |
$ 462 | $631 | | 5 Yr Expense Projection*: |
$ 797 | $951 | | 10 Yr Expense Projection*: |
$ 1,746 | $1,858 |
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0.34% Nasdaq 0.00%
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