USCGX : USAA Capital Growth Fund

USCGX is a Allocation Market Total World with MODERATE fees.

USCGX

USAA Capital Growth Fund

FI Score

45 /100

Expense Ratio Rating

5 /10

Expense Rating

0 /10

Market Score

7 /10

Category Score

5 /10

Market Size

7 /10

45% FI Score
  • uscgx
  • Mutual Fund
  • Allocation
  • Total World

USAA Capital Growth Fund

Expenses: 1.13% (Better than 1% of similar funds)

This is a bad choice for a Total World Allocation fund. See why ยป

Fund Summary

The investment seeks capital appreciation. The fund invests primarily in U.S. and foreign equity securities that are believed to be the most attractive in the global marketplace. It may invest up to 100% of its assets in foreign securities.

Largest Holdings

Amount Holding
4.44% Apple Inc
1.53% Microsoft Corp
1.52% Walmart Inc
1.34% Johnson & Johnson
1.22% Nestle SA
1.20% Procter & Gamble Co
1.11% Roche Holding AG Dividend Right Cert.
1.03% Mastercard Inc A
1.02% Merck & Co Inc
0.96% AT&T Inc

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2025   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo