USAA First Start Growth
9800 Fredericksburg Road San Antonio TX 78288-0227
Phone: 800-531-8181
| Category: |
Moderate Allocation |
| Fund Family: |
USAA |
| Net Assets: |
196.22M |
| Year-to-Date Return: |
-0.53% |
| Yield: |
3.38% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
01-Aug-97 |
|
Arnold J. Espe
Lead Manager since
30-Dec-05 |
|
| Espe is a portfolio manager for USAA Investment Management Company, his employer since 2000. Prior to joining USAA, he worked for Capital Consultants from June 1999 to March 2000 and NM Capital Management from September 1996 to June 1999. Espe has more than 20 years of investment management experience. Espe holds the Chartered Financial Analyst designation and is a member of the San Antonio Financial Analysts Society, Inc. |
| Min Initial Investment: |
$3,000 |
| Min Initial Investment, IRA: |
$250 |
| Min Initial Investment, AIP: |
$0 |
| Min Subsequent Investment: |
$20 |
| Min Subsequent Investment, IRA: |
$20 |
| Min Subsequent Investment, AIP: |
$20 |
|
|
|
| The investment seeks long-term capital appreciation with reduced volatility over time. The funds invest primarily in equity securities when the advisor believe the reward characteristics outweigh the risk in the market. To reduce the overall volatility to investors, the fund generally invests between 20% and 80% of assets in bonds and money market instruments, depending on our view of the overall direction of the stock and bond markets. |
| Last Dividend
(29-Dec-09):
|
0.32 |
| Last Cap Gain
(28-Sep-99):
|
0.06 |
| Annual Holdings Turnover
|
216.00% |
| Average for Category:
|
87.10% |
|
| Expense |
UFSGX |
Category
Avg |
| Total Expense Ratio: |
1.41%
|
1.02% |
| Max 12b1 Fee: |
%
|
N/A |
| Max Front End Sales Load: |
%
|
5.30% |
| Max Deferred Sales Load: |
%
|
2.71% |
| 3 Yr Expense Projection*: |
$838 |
$643 |
| 5 Yr Expense Projection*: |
$1,430 |
$981 |
| 10 Yr Expense Projection*: |
$3,032 |
$1,907 |
|
|
Help
0.07 (0.75%) 
Profile
