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USAA quote and profile

 
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12.59
  
FUND
(0.09)  Macroaxis: -0.71 Down   0.71%  
May 22 2013 

Diversification Suggestion

Use USAA to protect against small markets fluctuations. The fund experiences moderate downward daily trend and can be a good diversifier
Analyze USAA First Start Growth Trend or Check current 30 days USAA correlation with market (S&P 500)
1 Month Beta 0.62  
Highest Price:  
Lowest Price:  
12.68  
12.11  
May 21 2013 
April 22 2013 
As returns on market increase, USAA returns are expected to increase less than the market. However during bear market, the loss on holding USAA will be expected to be smaller as well.
USAA First Start Growth Small BetaUSAA First Start Growth Beta Legend
UFSGX United States NASDAQ
USAA First Start Growth
USAA
Moderate Allocation
Benchmark S&P 500
Contact Number: 800. 531. 8722
Currency: USD - US Dollar
Traded on NASDAQ Stock Exchange
    
Number of Employees1
Net Asset261.43 M
Last Dividend Paid0.23
 United States Nasdaq   0.97 % Macroaxis: 0.97 Moved Up  
 
 thisRed UFSGX UFSGX agains markets  0.71 % Macroaxis: 0.71 Moved Down  
 
 United States SP 500   0.83 % Macroaxis: 0.83 Moved Down  
 
 United States NYSE   0.94 % Macroaxis: 0.94 Moved Down  
 
 United States Russel   1.65 % Macroaxis: change 1.65 Moved Down  
 
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Mika Toikka  Money Manager
Fund Manager since May 2, 2010
Mika Toikka, Managing Director, is Global Head of Quantitative Equities Group and Quantitative Strategies. Mr. Toikka joined Credit Suisse Asset Management, LLC in May 2010. From September 2000 to April 2010 he held posi...
    

USAA Price and Market Media

The median price of USAA for the period between Mon, Apr 22, 2013 and Wed, May 22, 2013 is 12.5 with a coefficient of variation of 1.3. The daily time series for the period is distributed with a sample standard deviation of 0.16, arithmetic mean of 12.44, and mean deviation of 0.14. The Fund did not receive any noticable media coverage during the period.
USAA         SP 500
Price Growth (%)
 

USAA Summary

USAA First Start Growth [UFSGX] is traded in USA and was established in July 31, 1997. The fund is listed under Moderate Allocation category and is part of USAA family. This fund at this time has accumulated 261.43 M in net assets with minimum initial investment of 3 K. USAA First Start Growth is currently producing year-to-date (YTD) return of 6.12% with the current yeild of 1.91%, while the total return for the last 3 years was 19.84%.

Fund Instrument Allocation for USAA

The fund invests 69.19% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (23.4%), cash(2.58%) and various exotic instruments.
Past Market
Over 30
Days
32
Out Of
100
 
Chance of
Less
Than
%
 
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USAA Research Report

USAA vs. American

Correlation analysis and fundamentals comparison between USAA First Start Growth and American Funds Fund of

USAA Asset Under Management

USAA First Start Growth is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Moderate Allocation category is currently estimated at about 779.66 Billion. USAA adds roughly 261.43 Million in net asset claiming only tiny portion of funds under Moderate Allocation category.

USAA Fundamentals

Five Year Return vs Price to Sales
Last Dividend Paid vs Equity Positions Weight
Five Year Return vs Price to Book
Cash Position Weight vs Equity Positions Weight

USAA vs Competition

USAA vs. American Funds Inc Fund of Amer F2
USAA vs. American Funds Inc Fund of Amer R4
USAA vs. American Funds Inc Fund of Amer R6
USAA vs. American Funds Inc Fund of Amer R1
USAA vs. American Funds Inc Fund of Amer R3
USAA vs. American Funds Inc Fund of Amer 529A
USAA vs. American Funds Inc Fund of Amer 529B
USAA vs. American Funds Inc Fund of Amer C
USAA vs. American Funds Inc Fund of Amer 529F1
USAA vs. American Funds Inc Fund of Amer B

USAA May 22 2013 Opportunity Range

Downside Deviation0.4077
Information Ratio(0.26)
Maximum Drawdown1.39
Value At Risk(0.40)
Potential Upside0.652

 
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