4 / 5 Stars
5 5 4 4 1
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#5 in Technology
U.S. News evaluated 51 Technology 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 43.75 percent over the past year, 19.27 percent over the past three years, 28.18 percent over the past five years, and 9.13 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||9.4%|
|3 Years (Annualized)||19.3%|
|5 Years (Annualized)||28.2%|
|10 Years (Annualized)||9.1%|
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its assets in equity securities of companies expected to benefit from the development and use of scientific and technological advances and improvements. This 80% policy may be changed upon at least 60 days' written notice to shareholders. It may invest up to 50% of its assets in foreign securities purchased in either foreign or U.S. markets.
Fees are Low compared to funds in the same category.
USAA Science and Technology Fund has an expense ratio of 1.34 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.