USAA Science & Technology Fund

 (MUTF:USSCX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.63%
   
1 week
   
-3.08%  
4 week
   
-1.59%  
3 month   +3.14%
   
YTD   +8.88%
   
1 year   +17.98%
   
3 years*   +24.20%
   
5 years*   +22.01%
   
*annualized
Best 3 month return+34.75%  
Worst 3 month return-39.22%  

Morningstar statistics

Morningstar category: Technology
  Return Risk Rating
3 years High 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 assets912.36M 
Front load-  
Deferred load-  
Expense ratio1.24%  
Management fee-  
Fund familyUSAA 

Asset allocation

Cash4.14%  
Stocks94.22%  
Bonds0.00%  
Other1.64%  

Purchase information

Initial$3,000  
Additional$50  
22.46+0.01(0.04%)
Jul 2, 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* 18.06 12.02 9.30 4.88
Beta* 0.89 0.82 0.90 0.97
Mean annual return 1.90 2.04 1.69 1.05
R-squared* 65.04 43.16 72.56 81.28
Standard deviation 9.62 10.98 14.51 17.72
Sharpe ratio 2.37 2.22 1.39 0.63
* Against standard index

Top 10 holdings

Security Net Assets  
Apple Inc (AAPL) 7.66%  
Cisco Systems Inc (CSCO) 3.87%  
Intel Corp (INTC) 3.86%  
Visa Inc Class A (V) 3.03%  
NXP Semiconductors NV (NXPI) 2.47%  
Amazon.com Inc (AMZN) 2.15%  
Google Inc Class A (GOOGL) 2.01%  
Cognizant Technology Solutions Corp Class A (CTSH) 1.64%  
Facebook Inc Class A (FB) 1.63%  
Bristol-Myers Squibb Company (BMY) 1.56%