USAA Balanced Strategy
9800 Fredericksburg Road San Antonio TX 78288-0227
Phone: 800-531-8181
| Category: |
Moderate Allocation |
| Fund Family: |
USAA |
| Net Assets: |
569.64M |
| Year-to-Date Return: |
-0.58% |
| Yield: |
3.94% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
01-Sep-95 |
|
Arnold J. Espe
Lead Manager since
16-Jan-04 |
|
| 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: |
$50 |
| Min Subsequent Investment, IRA: |
$50 |
| Min Subsequent Investment, AIP: |
$20 |
|
|
|
| The investment seeks high total return, with reduced risk over time, through an asset allocation strategy that seeks a combination of long-term growth of capital and current income. The fund provides a diversified investment program by allocating assets within the following ranges: 30% to 70% of assets in stocks, and 30% to 70% in bonds and money market instruments. |
| Last Dividend
(29-Dec-09):
|
0.12 |
| Last Cap Gain
(11-Dec-08):
|
0.00 |
| Annual Holdings Turnover
|
N/A |
| Average for Category:
|
87.10% |
|
| Expense |
USBSX |
Category
Avg |
| Total Expense Ratio: |
1.05%
|
1.02% |
| Max 12b1 Fee: |
%
|
N/A |
| Max Front End Sales Load: |
%
|
5.30% |
| Max Deferred Sales Load: |
%
|
2.71% |
| 3 Yr Expense Projection*: |
$465 |
$643 |
| 5 Yr Expense Projection*: |
$803 |
$981 |
| 10 Yr Expense Projection*: |
$1,757 |
$1,907 |
|
|
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