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USAA First Start Growth (UFSGX) Fund Ranking and Research

Ranking, Research and Recommendation of USAA First Start Growth (UFSGX) Fund

    Last Trade: $13.83 on 9/22/2017, Change: +0.01 (0.07%)

 

Graph of USAA First Start Growth Fund (UFSGX) ManagerFund Manager - Wasif A. Latif

Fund Manager Information

Fund Manager Tenure: 8.2 years
Fund Family: USAA
Fund Category: Allocation--70% to 85% Equity
Fund Performance: May 30, 2016
Fundmojo Fund Grade: E (Score: 0.39)     (What does this score mean?)
Honorable Mentioning: Lipper Awards (2011),

 

Graph of USAA First Start Growth Fund (UFSGX) ProfileUSAA First Start Growth Fund (UFSGX) Profile

Fund Profile and Description

USAA First Start Growth Fund seeks long-term capital appreciation with reduced volatility over time. USAA First Start Growth Funds invest primarily in equity securities when the advisor believes the reward characteristics outweigh the risk in the market. To reduce the overall volatility to investors, the fund generally invests between 20% and 80% of assets in bonds and money market instruments, depending on our view of the overall direction of the stock and bond markets.

 

USAA First Start Growth (UFSGX) Fund Strength What we like about USAA First Start Growth (UFSGX) Fund

Data for USAA First Start Growth Fund (UFSGX) as of May 30, 2016

  • USAA First Start Growth Fund (UFSGX) management has been with USAA First Start Growth Fund for 8.2 years
  • Asset base in USAA First Start Growth Fund (UFSGX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • USAA First Start Growth Fund (UFSGX) is less volatile than its peers as it has a 3-year Standard Deviation of 8.54, lower than category average of 9.46
  • USAA First Start Growth Fund (UFSGX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

USAA First Start Growth Fund (UFSGX) Weakness What we are cautious about USAA First Start Growth (UFSGX) Fund

Data for USAA First Start Growth Fund (UFSGX) as of May 30, 2016

  • USAA First Start Growth Fund (UFSGX) has a less-than-ideal short-term performance (1-year return -3.98% vs -3.85% Allocation--70% to 85% Equity category median performance)
  • USAA First Start Growth Fund (UFSGX) has a less-than-ideal mid-term performance (3-year return 4.67% vs 5.62% Allocation--70% to 85% Equity category median performance)
  • USAA First Start Growth Fund (UFSGX) has a less-than-ideal Long-term performance (5-year return 5.27% vs 5.88% Allocation--70% to 85% Equity category median performance)
  • USAA First Start Growth Fund (UFSGX) ratio of up-years vs down years can be improved
  • USAA First Start Growth Fund (UFSGX) has a Morningstar rating of 3 and below
  • USAA First Start Growth Fund (UFSGX) is less safe compared to its Allocation--70% to 85% Equity peers
  • USAA First Start Growth Fund (UFSGX) has an annual stock turnover rate of 62.00% that is higher than the Allocation--70% to 85% Equity average of 57.05%. This could mean USAA First Start Growth is more nimble, but also signal potential high tax impact and high trading fees
  • USAA First Start Growth Fund (UFSGX) has a higher expense ratio of 1.38% than its Allocation--70% to 85% Equity average of 0.89%
See USAA First Start Growth Fund (UFSGX) performance details as of May 30, 2016

 

What do you think?

 

Compare USAA First Start Growth Fund (UFSGX)Compare with other top Allocation--70% to 85% Equity category mutual funds

Aadditional top Allocation--70% to 85% Equity mutual funds for your consideration

FundYear to Date1 Year3 year5 year
USAA First Start Growth1.24-3.984.675.27
American Funds Income Fund of Amer R6 (RIDGX)4.610.676.887.98Compare
Delaware Dividend Income Instl (DDIIX)4.31-0.726.057.28Compare
Wells Fargo Advantage Divers Cptl Bldr I (EKBYX)9.021.8410.728.76Compare

See top fund managers for Allocation--70% to 85% Equity Category Funds

 

Compare USAA First Start Growth Fund (UFSGX)Compare with Allocation--70% to 85% Equity category ETFs

Some Allocation--70% to 85% Equity ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares Core Aggressive Allocation (AOA)000

 

Graph of USAA First Start Growth Fund (UFSGX) Net Asset TrackingUSAA First Start Growth (UFSGX) Fund Net Asset

Track net asset change of USAA First Start Growth fund (UFSGX)

DateNet Asset
05/2016$379.03M
03/2016$372.49M
02/2016$353.28M
More historic net asset information on USAA First Start Growth Fund (UFSGX)

  

Graph of USAA First Start Growth Fund (UFSGX) Portfolio TrackingUSAA First Start Growth (UFSGX) Fund Portfolio Allocation

Track portfolio allocation change of USAA First Start Growth fund (UFSGX)

DateCashStockBondOther
01/20164.49%71.52%21.13%0.18%
10/20152.9%73.08%20.66%0.68%
07/20152.21%73.52%20.99%0.57%
Click here to see more historic asset allocation information on USAA First Start Growth Fund (UFSGX)

 

graph of USAA First Start Growth Fund (UFSGX) Top 10 Position TrackingTop 10 Holdings in USAA First Start Growth (UFSGX) Fund

Discover what USAA First Start Growth Fund (UFSGX) manager is buying

Jan 30, 2016
iShares MSCI EAFE [5.78%]
iShares Core MSCI EAFE [5.18%]
US Treasury Bond 3.125% [3.21%]
iShares MSCI Germany [2.91%]
iShares Core MSCI Emerging Markets [2.48%]
Apple Inc. [1.64%]
Microsoft Corporation [1.62%]
U S Treas Bd Stripped Prin Pmt 0.01% [1.25%]
US Treasury Bond 3% [1.25%]
U S Treas Bd Stripped Prin Pmt [1.01%]

Oct 30, 2015
iShares MSCI EAFE [6.03%]
iShares Core MSCI EAFE [5.38%]
iShares MSCI Germany [3.07%]
US Treasury Bond 3.125% [2.93%]
iShares Core MSCI Emerging Markets [2.66%]
Apple Inc. [1.91%]
Microsoft Corporation [1.47%]
US Treasury Bond 3% [1.14%]
Amazon.com, Inc. [0.96%]
Alphabet Inc. [0.94%]

Jul 30, 2015
iShares MSCI EAFE [6.32%]
iShares Core MSCI EAFE [5.61%]
iShares MSCI Germany [3.17%]
US Treasury Bond 3.125% [2.9%]
iShares Core MSCI Emerging Markets [2.79%]
Apple Inc. [1.91%]
Microsoft Corporation [1.29%]
US Treasury Bond 3% [1.13%]
Exxon Mobil Corporation Common [1.09%]
JP Morgan Chase & Co. Common St [0.95%]
Click here for Stock Holding Change Map in USAA First Start Growth Fund (UFSGX)

  

Latest News on USAA First Start Growth (UFSGX) Fund

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