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USAA Capital Growth (USCGX) Fund Ranking and Research

Ranking, Research and Recommendation of USAA Capital Growth (USCGX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of USAA Capital Growth Fund (USCGX) ManagerFund Manager - Stephen A. Lanzendorf

Fund Manager Information

Fund Manager Tenure: 8.7 years
Fund Family: USAA
Fund Category: World Stock
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A+ (Score: 0.8)     (What does this score mean?)

 

Graph of USAA Capital Growth Fund (USCGX) ProfileUSAA Capital Growth Fund (USCGX) Profile

Fund Profile and Description

USAA Capital Growth Fund seeks capital appreciation. USAA Capital Growth Fund invests primarily in equity securities that Batterymarch believes to be the most attractive in the global marketplace. It may invest up to 100% of in foreign securities.

 

USAA Capital Growth (USCGX) Fund Strength What we like about USAA Capital Growth (USCGX) Fund

Data for USAA Capital Growth Fund (USCGX) as of May 30, 2016

  • USAA Capital Growth Fund (USCGX) management has been with USAA Capital Growth Fund for 8.7 years
  • USAA Capital Growth Fund (USCGX) has good short-term performance (1-year return -4.30% vs -5.49% World Stock category median performance)
  • USAA Capital Growth Fund (USCGX) has good mid-term performance (3-year return 9.19% vs 5.54% World Stock category median performance)
  • USAA Capital Growth Fund (USCGX) has good Long-term performance (5-year return 7.72% vs 5.54% World Stock category median performance)
  • USAA Capital Growth Fund (USCGX) ratio of up-years vs down years is greater than 2
  • USAA Capital Growth Fund (USCGX) has a Morningstar rating of 4 and above
  • Asset base in USAA Capital Growth Fund (USCGX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • USAA Capital Growth Fund (USCGX) has an annual stock turnover rate of 38.00% vs World Stock average of 47.65%. It is good that USAA Capital Growth management does not trade extensively for its return.
  • USAA Capital Growth Fund (USCGX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.55, lower than category average of 12.23
  • USAA Capital Growth Fund (USCGX) has a lower expense ratio than its World Stock average: 1.23% vs 1.28%
  • USAA Capital Growth Fund (USCGX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

USAA Capital Growth Fund (USCGX) Weakness What we are cautious about USAA Capital Growth (USCGX) Fund

Data for USAA Capital Growth Fund (USCGX) as of May 30, 2016

See USAA Capital Growth Fund (USCGX) performance details as of May 30, 2016

 

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Compare USAA Capital Growth Fund (USCGX)Compare with other top World Stock category mutual funds

Aadditional top World Stock mutual funds for your consideration

FundYear to Date1 Year3 year5 year
USAA Capital Growth-0.41-4.309.197.72
Harbor Global Growth Instl (HGGAX)0.19-2.668.678.45Compare
VY Morgan Stanley Global Franchise A (IGFAX)5.175.327.528.58Compare
Columbia Select Global Equity A (IGLGX)2.741.016.585.54Compare

See top fund managers for World Stock Category Funds

 

Compare USAA Capital Growth Fund (USCGX)Compare with World Stock category ETFs

Some World Stock ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares MSCI All Country World Mini Vol (ACWV)6.45%4.47%9.19%
First Trust Dow Jones Global Sel Div ETF (FGD)000
SPDR Global Dow ETF (DGT)0.96%-7.06%4.45%
WisdomTree Global Equity Income ETF (DEW)5.57%-5.89%1.79%
iShares MSCI ACWI (ACWI)2.11%-5.39%5.46%

 

Graph of USAA Capital Growth Fund (USCGX) Net Asset TrackingUSAA Capital Growth (USCGX) Fund Net Asset

Track net asset change of USAA Capital Growth fund (USCGX)

DateNet Asset
05/2016$713.91M
03/2016$711.69M
02/2016$670.02M
More historic net asset information on USAA Capital Growth Fund (USCGX)

  

Graph of USAA Capital Growth Fund (USCGX) Portfolio TrackingUSAA Capital Growth (USCGX) Fund Portfolio Allocation

Track portfolio allocation change of USAA Capital Growth fund (USCGX)

DateCashStockBondOther
01/20160.18%95.69%0%4.13%
10/20150.37%95.83%0%3.8%
07/20150.44%99.56%0%0%
Click here to see more historic asset allocation information on USAA Capital Growth Fund (USCGX)

 

graph of USAA Capital Growth Fund (USCGX) Top 10 Position TrackingTop 10 Holdings in USAA Capital Growth (USCGX) Fund

Discover what USAA Capital Growth Fund (USCGX) manager is buying

Jan 30, 2016
Apple Inc. [2.57%]
Altria Group, Inc. [1.57%]
TOYOTA MOTOR CORP LT [1.55%]
FUJI HEAVY INDS LTD [1.52%]
JP Morgan Chase & Co. Common St [1.49%]
CVS Health Corporation Common S [1.28%]
Intel Corporation [1.27%]
Alaska Air Group, Inc. Common S [1.24%]
Tyson Foods, Inc. Common Stock [1.16%]

Oct 30, 2015
Apple Inc. [2.89%]
Intel Corporation [1.61%]
JP Morgan Chase & Co. Common St [1.48%]
TOYOTA MOTOR CORP LT [1.44%]
Altria Group, Inc. [1.42%]
FUJI HEAVY INDS LTD [1.31%]
Alaska Air Group, Inc. Common S [1.23%]
CVS Health Corporation Common S [1.2%]
United Therapeutics Corporation [1.2%]

Jul 30, 2015
Apple Inc. [2.87%]
JP Morgan Chase & Co. Common St [1.54%]
TOYOTA MOTOR CORP LT [1.53%]
United Therapeutics Corporation [1.35%]
Intel Corporation [1.34%]
CVS Health Corporation Common S [1.34%]
Alaska Air Group, Inc. Common S [1.34%]
Altria Group, Inc. [1.25%]
FUJI HEAVY INDS LTD [1.23%]
ITV PLC [1.13%]
Click here for Stock Holding Change Map in USAA Capital Growth Fund (USCGX)

  

Latest News on USAA Capital Growth (USCGX) Fund

See what is happening with USAA Capital Growth Fund (USCGX)

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USAA Capital Growth Fund (USCGX) Related ResourcesSee more information on USAA Capital Growth (USCGX) Fund

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