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Usaa First Start Growth Fund (UFSGX)
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22/06 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 441.9M
USAA First Start Growth
13.49
+0.06
+0.45%
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UFSGX Overview
On this page you'll find an in-depth profile of Usaa First Start Growth Fund. Learn about the key management, total assets, investment strategy and contact information of UFSGX among other information.
Investment Strategy
The investment seeks long-term capital growth with reduced volatility over time. The adviser intends to invest primarily in equity securities, but also invests in bonds and money market instruments, as market conditions warrant. The adviser expects the fund's typical asset allocation to be approximately 70% equities and 30% fixed-income securities. The implementation of the asset allocation may involve the extensive use of equity and fixed-income exchange-traded funds (ETFs).
Contact Information
Address
P.O. Box 659453
San Antonio,TX 78265-9825
United States
San Antonio,TX 78265-9825
United States
Phone
+1 8005318722
Fax
(800) 292-8177
Web
www.usaa.com
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Lance Humphrey | Executive Director | 2016 | 2018 |
| Biography | Lance Humphrey, CFA, is Executive Director of Global Multi Asset Portfolios at USAA Asset Management Company. Mr. Humphrey has started to engaged in investment since 2006. He holds a B.A. of Finance from Texas State University. He holds the CFA designation and is a member of the CFA Society of San Antonio. | ||
| John P. Toohey | Vice President | 2016 | 2018 |
| Biography | Toohey is vice president of Equity Investments, joined USAA Asset Management Company in February 2009. Prior to joining USAA, Toohey was a managing director at AIG Investments, where he was responsible for the investments supporting AIG's pension plans worldwide. He was also co-portfolio manager for four lifestyle and asset allocation funds, oversaw the equity index fund business, and served as a senior member of the external client asset allocation team. Education: B.A., Mathematics, Williams College. He holds the Chartered Financial Analyst (CFA) designation. | ||
| Wasif A. Latif | Vice President | 2009 | 2018 |
| Biography | Wasif A. Latif is Head of Global Multi-Assets for USAA Asset Management Company and he has worked for the firm since June 2006. Prior to joining USAA Asset Management Company, he was an equity portfolio manager at Deutsche Bank Private Wealth Management (DB PWM) from December 1998 to May 2006, where he was responsible for managing two fund-of-fund products and an international equity fund. Latif was also a member of DB PWM's U.S. Investment Committee responsible for covering the international equity and emerging markets asset classes. Mr. Latif holds a B.S. in finance from University of Indianapolis and a M.B.A. from University of Illinois at Chicago. | ||
| Arnold J. Espe | Vice President | 2005 | 2018 |
| Biography | Arnold J. Espe, CFA, Vice President of Mutual Fund Portfolios, is a portfolio manager for USAA Investment Management Company, his employer since 2000. Prior to joining USAA, he worked for Capital Consultants from June 1999 to March 2000 and NM Capital Management from September 1996 to June 1999. Espe has more than 30 years of investment management experience. Mr. Espe has 30 years of investment management experience. Education: B.S., Willamette University; M.B.A., University of Oregon.Espe holds the Chartered Financial Analyst designation and is a member of the San Antonio Financial Analysts Society, Inc. and the CFA Institute. | ||
| Daniel Carlucci | Vice President | 2011 | 2016 |
| Biography | Daniel Carlucci, CFA, is a Vice President and Portfolio Manager for Quantitative Management Associates (QMA). Dan co-manages several large-cap and small-cap core equity portfolios as well as the domestic and international index funds. He is also responsible for directing QMA’s managed account strategies, including its ADR portfolio. He previously served as an Investment Analyst with QMA’s value equity team, where he assisted with the management of quantitative large-cap institutional portfolios. Dan holds a BS in Finance and an MBA in Finance from Rutgers University and holds the Chartered Financial Analyst (CFA) designation. | ||
| Stacie L. Mintz | Managing Director | 2011 | 2016 |
| Biography | Stacie L. Mintz, CFA, is a Managing Director and Portfolio Manager for QMA working within the Quantitative Equity team. In this capacity, she manages US Core, Long Short and Market Neutral strategies, as well as overseeing the team responsible for implementation. Prior to her current role, Stacie was a member of the Global Multi-Asset Solutions team, where she was responsible for several retail and institutional portfolios. In addition, during that time, she was responsible for managing the overall asset allocation for the Prudential Pension Plan. She earned a BA in Economics from Rutgers University, an MBA in Finance from New York University and holds the Chartered Financial Analyst (CFA) designation. | ||
| Peter Xu | Co-Head of Quantitative Equity | 2011 | 2016 |
| Biography | Peter Xu, PhD, is a Managing Director and Co-Head of QMA’s Quantitative Equity team and Head of US Core, Long Short and Market Neutral strategies. In this capacity, he conducts research on higher alpha and alternative strategies. For over 20 years, Peter has played a critical role in the evolution of QMA's quantitative models and investment process. He has published articles in a number of journals, including The Financial Analysts Journal, The Journal of Portfolio Management, The Journal of Asset Management, The Journal of Investing and Review of Quantitative Finance and Accounting. Peter earned a BS in Nuclear Physics from Fudan University in Shanghai, an MA in Economics from Rice University and a PhD in Finance from the University of Houston. | ||
| John P. Toohey | Vice President | 2009 | 2014 |
| Biography | Toohey is vice president of Equity Investments, joined USAA Asset Management Company in February 2009. Prior to joining USAA, Toohey was a managing director at AIG Investments, where he was responsible for the investments supporting AIG's pension plans worldwide. He was also co-portfolio manager for four lifestyle and asset allocation funds, oversaw the equity index fund business, and served as a senior member of the external client asset allocation team. Education: B.A., Mathematics, Williams College. He holds the Chartered Financial Analyst (CFA) designation. | ||
| Margaret Stumpp | CIO (Chief Investment Officer) | 2011 | 2012 |
| Biography | Margaret S. Stumpp, PhD, is Senior Advisor to Quantitative Management Associates (QMA). She is extensively involved in quantitative research in asset allocation, security selection and portfolio construction. Maggie previously served as QMA’s Chief Investment Officer for over two decades. Maggie has published articles on finance and economics in numerous publications, including The Financial Analysts Journal, The Journal of Portfolio Management, The Journal of Investment Management and Award Papers in Public Utility Economics. Maggie earned a BA cum laude with distinction in Economics from Boston University and holds an AM and PhD in Economics from Brown University. | ||
| Mika Toikka | Lead Portfolio Manager | 2010 | 2011 |
| Biography | 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 positions within Credit Suisse Group AG's Investment Banking Division. Within the Arbitrage Trading area, his responsibilities have included running a variety of trading strategies and serving as the Head of Risk and Strategy for Global Arbitrage Trading. Prior to joining Arbitrage Trading in 2005, Mr. Toikka served as the Global Head of the Quantitative Equity Derivatives Strategy Group. Before joining Credit Suisse First Boston in September 2000, Mr. Toikka worked for Goldman Sachs & Co. in the Fixed Income and Currency and Commodity division where he played a leadership role in fixed income derivatives strategy. Prior to 1997, he worked for Salomon Brothers in Equity Derivatives and Quantitative Research. Mr. Toikka holds a Master of Science degree in Applied Economics from the University of California Santa Cruz and a Bachelors degree in Economics from the University of California at Davis. | ||
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