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USAA World Growth (USAWX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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28.40+0.34 (+1.21%)
At close: 06:46PM EDT

USAA World Growth

San Antonio, TX78288

9800 Fredericksburg Road

Usaa Mutual Funds Trust

Management information
Michael L. Reynal,Lead manager since 2 August 2020
Michael Reynal is Chief Investment Officer of Sophus Capital and a portfolio manager of Emerging Markets and Emerging Markets Small Cap mandates. Mr. Reynal began his investment career in 1991 managing equity investments in Latin America, the Mediterranean, the Balkans and other regions. Most recently he was a portfolio manager for Principal Global Investors, where he led the emerging markets team. He also oversaw diversified emerging markets portfolios and specialized regional Asian equity strategies.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryWorld Large-Stock Blend
Fund familyVictory Capital
Net assets1.38B
YTD return9.20%
Yield0.94%
Morningstar rating★★★★
Inception date1 Aug 2010

Fund operations

Last dividend0.27
Last cap gain15.00
Holdings turnoverN/A
Average for categoryN/A

Fees and expenses

ExpenseUSAWXCategory average
Annual report expense ratio (net)1.35%0.95%
Prospectus net expense ratio1.35%N/A
Prospectus gross expense ratio1.82%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.11%
Max deferred sales loadN/A1.17%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A