| 24.63 Net Asset Value | +0.24% 1 Day | +6.95% Year-to-Date | Overall Morningstar Rating |
| Moderate allocation Style or Category | No Load Sales Expenses | 1.31% Expense Ratio | Above Average Morningstar Risk Rating™ |
| 1 month | +3.23% | 3 years | +9.94% | |
| 3 months | +4.28% | 5 years | +3.19% | |
| 1 year | +17.91% | Since inception | +8.45% |
| USCRX | Category | |
|---|---|---|
| Performance 5-yr return | +3.19% | +4.79% |
| Expense ratio | 1.31% | 1.34% |
| Risk 5 year sharpe ratio | 0.29 | 0.37 |
| Net assets | $2.3B | $2.1B |
| Average market cap | $28.8B | $37.4B |
| Average P/E | 14.1 | 16.1 |
| Portfolio turnover | 77% | 77% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | USAA |
| Fund manager & tenure | Arnold Espe / 9 Years |
| Minimal initial investment | $1,000.00 |
| Minimum IRA investment | $1,000.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Industrial materials | 19.94% |
| Financial service | 19.25% |
| Consumer goods | 11.45% |
| Energy | 10.17% |
| Healthcare | 8.58% |
| VWO Vanguard FTSE Emerging Markets ETF | 6.29% |
| SPY SPDR S&P 500 | 4.77% |
| EFA iShares MSCI EAFE Index | 4.42% |
| IJH iShares Core S&P Mid-Cap ETF | 3.66% |
| -- US Treasury Note 1.75% | 3.48% |
| -- US Treasury Bond 3% | 3.23% |
| IWM iShares Russell 2000 Index | 1.82% |
| GLD SPDR Gold Shares | 1.24% |
| DXJ WisdomTree Japan Hedged Equity | 1.22% |
| -- Oil Ins 144A FRN | 0.72% |
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