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USAA Aggressive Growth (USAUX)

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USAA Aggressive Growth

Usaa Mutual Funds Trust9800 Fredericksburg RoadSan Antonio, TX78288
800-531-8722
Management Information
John Jares,Lead Manager since August 30, 2017
John B. Jares, CFA, Assistant Vice President of Equity investments, joined USAA Asset Management Company in September 2012. Prior to joining AMCO, Mr. Jares spent eight years serving as a portfolio manager for Dreyfus-Founders Funds where he managed large- and mid-cap growth strategies. He also directed the firm’s mid- to large-cap research department where he managed a team of seven equity analysts. He has over 17 years of investment management experience. Education: M.S. in Finance, University of Colorado at Denver, and a B.S., Colorado State University. He holds the Chartered Financial Analyst (CFA) designation.
Morningstar Style Box
Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.
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 FamilyUSAA
Net Assets1.36B
YTD Return21.52%
Yield0.71%
Morningstar Rating★★★
Inception DateOct 18, 1981

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover70.00%
Average for CategoryN/A

Fees & Expenses

ExpenseUSAUXCategory Average
Annual Report Expense Ratio (net)0.85%1.12%
Prospectus Net Expense Ratio0.85%N/A
Prospectus Gross Expense Ratio0.85%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.31%
Max Deferred Sales LoadN/A1.70%
3 Yr Expense Projection271N/A
5 Yr Expense Projection471N/A
10 Yr Expense Projection1,049N/A