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USAA Science & Technology (USSCX) Fund Ranking and Research

Ranking, Research and Recommendation of USAA Science & Technology (USSCX) Fund

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

 

Graph of USAA Science & Technology Fund (USSCX) ManagerFund Manager - Michael T. Masdea

Fund Manager Information

Fund Manager Tenure: 8.4 years
Fund Family: USAA
Fund Category: Technology
Fund Performance: May 30, 2016
Fundmojo Fund Grade: *Master* (Score: 0.85)     (What does this score mean?)

 

Graph of USAA Science & Technology Fund (USSCX) ProfileUSAA Science & Technology Fund (USSCX) Profile

Fund Profile and Description

USAA Science & Technology Fund seeks long-term capital appreciation. USAA Science & Technology Fund normally invests at least 80% of assets inequity 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 60 days' notice to shareholders. It may invest up to 50% of assets in foreign securities.

 

USAA Science & Technology (USSCX) Fund Strength What we like about USAA Science & Technology (USSCX) Fund

Data for USAA Science & Technology Fund (USSCX) as of May 30, 2016

  • USAA Science & Technology Fund (USSCX) management has been with USAA Science & Technology Fund for 8.4 years
  • USAA Science & Technology Fund (USSCX) has good short-term performance (1-year return -0.41% vs -1.99% Technology category median performance)
  • USAA Science & Technology Fund (USSCX) has good mid-term performance (3-year return 17.47% vs 13.35% Technology category median performance)
  • USAA Science & Technology Fund (USSCX) has good Long-term performance (5-year return 14.40% vs 9.50% Technology category median performance)
  • USAA Science & Technology Fund (USSCX) ratio of up-years vs down years is greater than 2
  • USAA Science & Technology Fund (USSCX) has a Morningstar rating of 4 and above
  • Asset base in USAA Science & Technology Fund (USSCX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • USAA Science & Technology Fund (USSCX) has an annual stock turnover rate of 73.00% vs Technology average of 81.69%. It is good that USAA Science & Technology management does not trade extensively for its return.
  • USAA Science & Technology Fund (USSCX) is less volatile than its peers as it has a 3-year Standard Deviation of 13.94, lower than category average of 15.15
  • USAA Science & Technology Fund (USSCX) has a lower expense ratio than its Technology average: 1.18% vs 1.42%
  • USAA Science & Technology Fund (USSCX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

USAA Science & Technology Fund (USSCX) Weakness What we are cautious about USAA Science & Technology (USSCX) Fund

Data for USAA Science & Technology Fund (USSCX) as of May 30, 2016

  • As a Technology focused fund, USAA Science & Technology Fund (USSCX) is less diversified and has inherited sector risks associated with the fund
See USAA Science & Technology Fund (USSCX) performance details as of May 30, 2016

 

What do you think?

 

Compare USAA Science & Technology Fund (USSCX)Compare with other top Technology category mutual funds

Aadditional top Technology mutual funds for your consideration

FundYear to Date1 Year3 year5 year
USAA Science & Technology-0.75-0.4117.4714.40
Columbia Global Technology Growth A (CTCAX)1.593.1819.2411.85Compare
Fidelity Advisor Electronics A (FELAX)5.06-2.3419.8311.26Compare
Columbia Seligman Global Technology Z (CSGZX)1.63-1.8917.3311.27Compare

See top fund managers for Technology Category Funds

 

Compare USAA Science & Technology Fund (USSCX)Compare with Technology category ETFs

Some Technology ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares North American Tech-Software (IGV)3.09%6.24%15.80%
PowerShares S&P SmallCap Info Tech ETF (PSCT)7.49%5.76%16.31%
iShares North American Tech (IGM)2.23%5.58%14.88%
SPDR Morgan Stanley Technology ETF (MTK)0.30%4.39%13.37%
Vanguard Information Technology ETF (VGT)1.95%1.19%14.39%

 

Graph of USAA Science & Technology Fund (USSCX) Net Asset TrackingUSAA Science & Technology (USSCX) Fund Net Asset

Track net asset change of USAA Science & Technology fund (USSCX)

DateNet Asset
05/2016$1.00B
03/2016$985.81M
02/2016$926.09M
More historic net asset information on USAA Science & Technology Fund (USSCX)

  

Graph of USAA Science & Technology Fund (USSCX) Portfolio TrackingUSAA Science & Technology (USSCX) Fund Portfolio Allocation

Track portfolio allocation change of USAA Science & Technology fund (USSCX)

DateCashStockBondOther
01/20161.01%97.64%0%1.35%
10/20152.3%96.35%0%1.35%
07/20153.17%95.44%0%1.39%
Click here to see more historic asset allocation information on USAA Science & Technology Fund (USSCX)

 

graph of USAA Science & Technology Fund (USSCX) Top 10 Position TrackingTop 10 Holdings in USAA Science & Technology (USSCX) Fund

Discover what USAA Science & Technology Fund (USSCX) manager is buying

Jan 30, 2016
Alphabet Inc. [8.6%]
Facebook, Inc. [6.26%]
Microsoft Corporation [5.89%]
Amazon.com, Inc. [4.43%]
Visa Inc. [3.87%]
Apple Inc. [3.79%]
Accenture plc Class A Ordinary [1.86%]
Cognizant Technology Solutions [1.54%]
Allergan plc Ordinary Shares [1.53%]
Genpact Ltd [1.51%]

Oct 30, 2015
Alphabet Inc. [7.5%]
Microsoft Corporation [6%]
Cisco Systems, Inc. [4.63%]
Amazon.com, Inc. [4.31%]
Facebook, Inc. [4.03%]
Visa Inc. [3.54%]
QUALCOMM Incorporated [2.65%]
Intel Corporation [2.25%]
The Priceline Group Inc. [2.05%]
Accenture plc. Class A Ordinary [1.7%]

Jul 30, 2015
Alphabet Inc. [6.31%]
Apple Inc. [5.69%]
Microsoft Corporation [4.18%]
Cisco Systems, Inc. [3.72%]
Amazon.com, Inc. [3.59%]
Facebook, Inc. [3.52%]
Visa Inc. [3.28%]
QUALCOMM Incorporated [2.79%]
Accenture plc. Class A Ordinary [1.62%]
Bristol-Myers Squibb Company Co [1.5%]
Click here for Stock Holding Change Map in USAA Science & Technology Fund (USSCX)

  

Latest News on USAA Science & Technology (USSCX) Fund

See what is happening with USAA Science & Technology Fund (USSCX)

 

USAA Science & Technology Fund (USSCX) Related ResourcesSee more information on USAA Science & Technology (USSCX) Fund

Popular pages on USAA Science & Technology (USSCX) Fund

  

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