USAA Science & Technology 9800 Fredericksburg Road San Antonio TX 78288-0227 Map
Phone: 800-531-8181
| Category: | Technology | | Fund Family: | USAA | | Net Assets: | 285.44M | | Year-to-Date Return: | 38.47% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Aug-97 |
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Anita M. Killian
Lead Manager since
28-Jun-02 | | | Killian serves as a vice president with Wellington Management, her employer since 2000. Previously, she was an investment professional with Valuequest/TA from 1997 to 2000. Killian 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. The fund normally invests at least 80% of assets inequity securities of companies expected to benefit from the development and use of scientific and technological advances and improvements. This 80% policy may be changed upon 60 days' notice to shareholders. It may invest up to 50% of assets in foreign securities. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
(29-Dec-99):
| 0.14 | | Annual Holdings Turnover
| 191.00% | | Average for Category:
| 189.88% |
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| Expense | USSCX | Category Avg | | Total Expense Ratio: | 1.50%
| 1.81% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.37% | | Max Deferred Sales Load: | %
| 2.66% | | 3 Yr Expense Projection*: |
$ 474 | $719 | | 5 Yr Expense Projection*: |
$ 818 | $1,122 | | 10 Yr Expense Projection*: |
$ 1,791 | $2,231 |
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