3 / 5 Stars
3 4 4 4 5
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#58 in Large Growth
U.S. News evaluated 464 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 27.31 percent over the past year, 16.54 percent over the past three years, 18.35 percent over the past five years, and 6.93 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||6.0%|
|3 Years (Annualized)||16.5%|
|5 Years (Annualized)||18.4%|
|10 Years (Annualized)||6.9%|
The investment seeks long-term growth of capital. The fund invests its assets primarily in a diversified portfolio of equity securities selected for their growth potential. Although the fund will invest primarily in U.S. securities, it may invest up to 20% of its total assets in foreign securities including securities issued in emerging markets.
Fees are Average compared to funds in the same category.
USAA Growth Fund has an expense ratio of 1.00 percent.
Risk is Average compared to funds in the same category according to Morningstar.