Credit: Shutterstock photoUSAA Capital Growth Fund ( USCGX ) seeks growth of capital for the long run. USCGX heavily invests in equity securities of both domestic and global companies which are expected to have strong international marketplace. USCGX may invest all its assets in foreign equity securities.
This Small Growth product has a history of positive total returns for over 10 years. Specifically, the fund's returns over the 3, 5 year benchmarks; 3 year 7.9% and 5 year 11.4%. To see how this fund performed compared in its category, and other #1 and #2 Ranked Mutual Funds, please click here .
USCGX's performance, as of the last filing, when compared to funds in its category was in the top 28% over the past 1 year, and in the top 3% over the past 3 years and in the top 14% over the past 5 years.
The USAA Capital Growth fund, as of the last filing, allocates their fund in top three major groups; Large Growth, Large Value and Foreign Stock. Further, as of the last filing, Apple Inc, Altria Group Inc and Nvidia Corp were the top holdings for USCGX.
This Zacks Rank #2 (Buy) was incepted in October 2000 and is managed by USAA Group . USCGX carries an expense ratio of 1.24% and requires a minimal initial investment of $3,000.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
