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USAA Capital Growth USCGX

Quantitative rating as of
NAV / 1-Day Return
11.35  /  0.87 %
Total Assets
801.4 Mil
Adj. Expense Ratio
1.090%
Expense Ratio
1.070%
Distribution Fee Level
Above Average
Share Class Type
No Load
Category
Global Large-Stock Blend
Investment Style
Large Blend
Min. Initial Investment
3,000
Status
Open
TTM Yield
1.49%
Turnover
58%

Morningstar’s Analysis USCGX

Will USCGX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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Weakness in USAA Capital Growth's Process and People Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile. The strategy changed its peer group last October, moving to the Global Large-Stock Blend Morningstar Category from the Global Large-Stock Value category.

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