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USAA Growth Fund (USAAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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39.69-0.37 (-0.92%)
At close: 8:01PM EDT
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USAA Growth Fund

Usaa Mutual Funds Trust

9800 Fredericksburg Road

San Antonio, TX78288

800-531-8722
Management Information
Aziz V. Hamzaogullari,Lead Manager since June 3, 2010
Aziz Hamzaogullari is the chief investment officer and founder of the Growth Equity Strategies Team at Loomis, Sayles & Company. He is the portfolio manager of the Loomis Sayles large cap, global and all cap growth strategies, including the Loomis Sayles Growth and Global Growth mutual funds and products outside the US. Aziz is also an executive vice president and a member of the firm’s Board of Directors. He joined Loomis Sayles in 2010 from Evergreen Investments where he was a senior portfolio manager and managing director. Aziz joined Evergreen in 2001, was promoted to director of research in 2003 and portfolio manager in 2006. He was head of Evergreen’s Berkeley Street Growth Equity team and was the founder of the research and investment process. Prior to Evergreen, Aziz was a senior equity analyst and portfolio manager at Manning & Napier Advisors. He has 26 years of investment industry experience. Aziz earned a BS from Bilkent University, Turkey, and an MBA from George Washington University. He is also a member of CFA Society Boston.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryLarge Growth
Fund FamilyVictory Capital
Net Assets3.5B
YTD Return14.79%
Yield0.00%
Morningstar Rating★★★
Inception DateApr 4, 1971

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover59.00%
Average for CategoryN/A

Fees & Expenses

ExpenseUSAAXCategory Average
Annual Report Expense Ratio (net)0.91%0.99%
Prospectus Net Expense Ratio0.91%N/A
Prospectus Gross Expense Ratio0.91%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.36%
Max Deferred Sales LoadN/A1.33%
3 Yr Expense Projection290N/A
5 Yr Expense Projection504N/A
10 Yr Expense Projection1,120N/A
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