USAA International 9800 Fredericksburg Road San Antonio TX 78288-0227 Map
Phone: 800-531-8181
| Category: | Foreign Large Growth | | Fund Family: | USAA | | Net Assets: | 1.25B | | Year-to-Date Return: | 25.87% | | Yield: | 2.02% | | Morningstar Rating: |  | | Fund Inception Date: | 11-Jul-88 |
|
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 |
|
| |
| The investment seeks capital appreciation. The fund normally invests at least 80% of assets in equity securities of companies organized and operating principally outside the United States. It may invest up to 15% of assets in illiquid securities. |
| Last Dividend
(18-Dec-08):
| 0.44 | | Last Cap Gain
(11-Dec-08):
| 0.25 | | Annual Holdings Turnover
| 22.00% | | Average for Category:
| 97.87% |
|
| Expense | USIFX | Category Avg | | Total Expense Ratio: | 1.31%
| 1.52% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.40% | | Max Deferred Sales Load: | %
| 2.46% | | 3 Yr Expense Projection*: |
$ 415 | $680 | | 5 Yr Expense Projection*: |
$ 718 | $1,076 | | 10 Yr Expense Projection*: |
$ 1,579 | $2,160 |
|
|