3 / 5 Stars
5 4 2 2 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#58 in Moderate Allocation
U.S. News evaluated 278 Moderate Allocation 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 21.09 percent over the past year, 11.45 percent over the past three years, 6.67 percent over the past five years, and 6.95 percent over the past decade.
|Trailing Returns||Updated 05.31.2013|
|Year to date||8.4%|
|3 Years (Annualized)||11.5%|
|5 Years (Annualized)||6.7%|
|10 Years (Annualized)||6.9%|
The investment seeks long-term capital growth with reduced volatility over time. The fund invests primarily in equity securities when the advisor believes the reward characteristics outweigh the risk in the market. To reduce the overall volatility to investors, it generally will invest between 20% and 80% of the fund's assets in bonds and money market instruments, depending on the advisor's view of the overall direction of the stock and bond markets. Although the fund typically will invest primarily in U.S. securities, it may invest without limit in foreign securities.
Fees are High compared to funds in the same category.
USAA First Start Growth Fund has an expense ratio of 1.38 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.