USAA Science & Technology Fund (USSCX)

USAA Science & Technology Fund (USSCX) is a sector stock mutual fund. This USAA fund invests in US and foreign stocks. The companies are expected to benefit from the development and use of scientific and technological advances and improvements.

This investment fund objective is to provide long term capital growth. The current yield is 1.28%. With assets of 857 million, it has an expense fee of 1.24%. The portfolio turnover rate is 91%. The current share price is $22.73.

USSCX Fund Profile

• Fund Inception Date: 08/01/1997
• Ticker Symbol: USSCX
• CUSIP: 903288876
• Beta (3yr): 0.86
• Rank in category (YTD): 4%
• Category: Technology
• Yield: 1.28%
• Capital Gains: -
• Expense Ratio: 1.24%
• Net Assets: $ 857 million
• Number of Years Up: 12 years
• Number of Years Down: 5 years
• Annual Turnover Rate: 12%

USAA Science & Technology Fund Returns

This technology mutual fund has a year to date return of 10.88% in 2015 (up to 5/24/2015). It has returned 26.59% over the past 3 year, and 21.52% over the past 5 year. The past 3 years performance is as follows:

• Year 2015: 10.88% (YTD)
• Year 2014: 19.94%
• Year 2013: 41.15%
• Year 2012: 18.11%

As of May 2015, the top 5 stocks are Apple Inc, Cisco Systems Inc, Intel Corp, Visa Inc Class A, andNXP Semiconductors NV. Top 3 sectors are technology 53%), healthcare (27%), and industrials (9.61%).

More: T. Rowe Price Global Technology Fund (PRGTX)

Pros:

• The fund performance has been great. It ranked high by financial investment site.
• There is a yield. There is no sales load.

Cons:

• Expense fee is a high.