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Fund name: USAA Aggressive Growth
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Symbol: USAUX
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Portfolio contains these types of investments:
VeriSign - Metromedia Fiber Net Cl A - MedImmune - Sepracor - Applied Micro Circuits - JDS Uniphase - Techne - Genentech - Immunex - IDEC Pharmaceuticals
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Minimum Investment: $3,000
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1-Year Profit Projection: N/A
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Brief fund description:
USAA Aggressive Growth Fund seeks capital appreciation. The fund invests primarily in common stocks and convertible securities issued by growth-oriented companies. It emphasizes small, less-recognized companies, but may also invest in large companies. The fund may invest up to 30% of assets in foreign securities. Named USAA Mutual Sunbelt Era Fund prior to Feb. 13, 1989, the fund was required to invest at least 80% of assets in companies deriving their principal revenues from the Sunbelt states. None of the fund's operations or basic policies have changed except for the Sunbelt requirement.
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Expenses
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Annual expense ratio: 0.72
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Tax Efficiency: N/A
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Load Type:
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Load Percentage: N/A
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Performance
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Performance 3 Months: 5.53
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Performance Year to Date: 2.16
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Performance 12 Months: 56.7
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Performance 3 Years: 32.6
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Performance 5 Years: 27.0
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Additional Comments
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Fund Features:
N/A
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Fund Strategy:
N/A
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