USAA Science & Technology Fund

 (MUTF:USSCX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.05%
   
1 week
   
-10.53%  
4 week
   
-11.27%  
3 month
   
-10.29%  
YTD
   
-0.54%  
1 year   +5.05%
   
3 years*   +18.97%
   
5 years*   +19.40%
   
*annualized
Best 3 month return+34.75%  
Worst 3 month return-39.22%  

Morningstar statistics

Morningstar category: Technology
  Return Risk Rating
3 years High Below Average
5 years High Low
10 years Above Average Below Average
Overall High Below Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets974.54M 
Front load-  
Deferred load-  
Expense ratio1.24%  
Management fee-  
Fund familyUSAA 

Asset allocation

Cash3.89%  
Stocks94.62%  
Bonds0.00%  
Other1.49%  

Purchase information

Initial$3,000  
Additional$50  
21.76+0.42(1.97%)
Aug 27, 4:00PM EDT Overall Morningstar RatingTM

Description

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.
Fund filings (PDF) »
Asset managers:
Michael Masdea (Started: Jul 1, 2010)
John Averill (Started: Jun 28, 2002)
Bruce Glazer (Started: Jun 28, 2002)
Anita Killian (Started: Jun 28, 2002)
Robert Deresiewicz (Started: Dec 1, 2013)
Advisor Company:
USAA Asset Management Company
Fund family reports on Morningstar »
USAA, P.O. Box 659453, San Antonio, Texas 78265-9825, USA
(800) 292-8177 (Fax)

Risk

  1 year 3 years 5 years 10 years  
Alpha* 18.89 12.86 10.73 5.05
Beta* 0.88 0.85 0.91 0.97
Mean annual return 1.81 1.95 1.71 1.02
R-squared* 66.60 44.43 72.47 81.26
Standard deviation 9.59 11.08 14.10 17.68
Sharpe ratio 2.26 2.11 1.45 0.61
* Against standard index

Top 10 holdings

Security Net Assets  
Apple Inc (AAPL) 7.99%  
Google Inc Class A (GOOGL) 5.96%  
Cisco Systems Inc (CSCO) 4.07%  
Intel Corp (INTC) 3.22%  
Visa Inc Class A (V) 3.10%  
Facebook Inc Class A (FB) 2.74%  
Amazon.com Inc (AMZN) 2.70%  
Accenture PLC Class A (ACN) 1.55%  
Bristol-Myers Squibb Company (BMY) 1.54%  
NXP Semiconductors NV (NXPI) 1.35%