USAA Aggressive Growth
9800 Fredericksburg Road San Antonio TX 78288-0227
Phone: 800-531-8181
| Category: |
Large Growth |
| Fund Family: |
USAA |
| Net Assets: |
928.39M |
| Year-to-Date Return: |
-4.37% |
| Yield: |
0.46% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
19-Oct-81 |
|
Thomas F. Marsico
Lead Manager since
28-Jun-02 |
|
| Portfolio Manager, Tom Marsico is the Chief Financial Officer of Marsico Capital Management and manages a sleeve of the Counsel Select America Fund. Mr. Marsico has over 20 years of experience as a securities analyst and portfolio manager. Prior to forming Marsico Capital Management, Mr. Marsico served as the portfolio manager for the Janus Twenty Fund and the Janus Growth and Income Fund. Marsico has served with the fund since December 1997. |
| 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 in equity securities of large-companies that are selected for their growth potential. Although the fund invests primarily in U.S. securities, it may invest to a limited extent in foreign securities. The fund is nondiversified. |
| Last Dividend
(21-Dec-09):
|
0.12 |
| Last Cap Gain
(27-Sep-00):
|
1.87 |
| Annual Holdings Turnover
|
79.00% |
| Average for Category:
|
109.93% |
|
| Expense |
USAUX |
Category
Avg |
| Total Expense Ratio: |
1.19%
|
1.33% |
| Max 12b1 Fee: |
%
|
N/A |
| Max Front End Sales Load: |
%
|
5.43% |
| Max Deferred Sales Load: |
%
|
2.63% |
| 3 Yr Expense Projection*: |
$378 |
$653 |
| 5 Yr Expense Projection*: |
$654 |
$1,027 |
| 10 Yr Expense Projection*: |
$1,443 |
$2,050 |
|
|
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