Localfund.com - All about Fund and Investment
*Home>>>Mutual Fund

Mutual Fund info? USCGX?


Looking for overall impressions on the following mutual fund.

USCGX

Thanks.

A 5-star rated mutual fund in the USAA Capital Growth (USCGX) mutual fund. The mutual fund has consistently beat the S&P 500. The expense ratio is only 1% which is pretty good. That's the most you should pay for a mutual fund. It has been around for 10-years; however, it has been rated a 5-star fund since inception. It's very risky, with 91% invested in stocks. I don't think that's a big problem; especially if you are younger and can afford such risk. Any mutual fund with that much exposure to stocks will beat the market during the good times and lose a lot more than the market during bad times.

Based on my opinion, it looks like that most of the growth comes from international stocks. The top five holdings are all international stocks.

To me, if you cannot buy and sell stocks and options, you should be in a bond fund or an FDIC insured account.

Mutual Funds generally have no put protection that I know of. Therefore if there is a downturn, you lose. I know, I have been in these sorts of funds before. That's how I learned. I am probably saving you immense sums of money if you listen to me.

Tags
  Online Investment   Online Business   Offshore Investment   Mutual Fund   Money Market Funds   Money Investment   Managed Fund   Make Money
Related information
  • Is there a formula I can use to calculate a mutual fund price (various stocks) before market close?

    You can't do that. The information is confidential. Or else, all investors will buy what Buffet is buying or selling. You might want to invest in stock market if you prefer frequent trading. ...

  • How do I buy a no load mutual fund for my Roth IRA?

    Go to yahoo finance ...

  • Mutual fund or stock??

    Well, none. get educated is the best choice. But if you still do not want this choice then for me would be index etf

    ...
  • Mutual fund number of shares?

    I guess you could have your dividends paid in cash or have them invested in another fund if you fund family allows it. I think you are putting too much emphasis on being able to calc you individual...

  • Best site for buying Mutual Fund?

    Buy MF's from an agent who have ARN No. And then ask the company to provide a PIN, you can operate your A/C of that particular folio no. and even sell the units online.

    ...
  • How can I find the "after-expense" return of a mutual fund?

    best source is the fund sponsor for any funds you are interested in. if they don't show it on the website, email investor relations for the info. if they can't or won't provide it, d...

  • Can u tell me about sewiss mutual fund? is it scam or not ?, is it really mutual fund and registered market?

    Yeah it's a straight up scam. They talk good though. My sister almost got scammed by something similar. They sent her a fake check trying to get her to deposit it in her account, so they could...

  • Switch in Mutual Fund?

    A fund switch within a mutual fund family should not result in any fees unless you have not held your current fund for very long. Some funds will charge a fee if you've held the fund for less ...

  •  

    Categories--Copyright/IP Policy--Contact Webmaster