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13.18
-0.00
0.00%
28/02 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 598.03M
USAA Managed Allocation
13.18
-0.00
0.00%
- Overview
- Profile
- Historical Data
- Holdings
Usaa Managed Allocation Fund Overview
On this page you'll find an in-depth profile of Usaa Managed Allocation Fund. Learn about the key management, total assets, investment strategy and contact information of UMAFX among other information.
Investment Strategy
The investment seeks to maximize total return, consisting primarily of capital appreciation. The fund invests primarily in U.S. and/or foreign (to include emerging markets) equity securities and fixed-income securities through investments in shares of other investment companies, including exchange-traded funds (ETFs) and real estate securities, including real estate investment trusts (REITs). Consistent with its investment strategy, the fund may at times invest directly in U.S. and/or foreign equity securities and fixed-income securities as well as derivatives, including futures contracts.
Contact Information
Address
15935 La Cantera Parkway, Building Two
San Antonio,TX 78256
United States
San Antonio,TX 78256
United States
Phone
210-694-9700
Web
www.vcm.com
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Mannik S. Dhillon | President | 2019 | 2022 |
| Biography | Mannik S. Dhillon serves as President of VictoryShares and Solutions for Victory Capital. In his role, he leads and oversees the firms' exchange-traded and solutions business. He is also responsible for setting the strategy and initiating the development and implementation of Victory's strategic beta-based offerings. Additionally, he manages the solutions provided by our investment franchises, which includes product enhancements, extensions and innovations designed to best meet the needs of clients. Mr. Dhillon also contributes to the evaluation of capabilities of potential new franchises as part of the firm's acquisition strategy. | ||
| Lance Humphrey | Executive Director | 2016 | 2022 |
| Biography | Lance Humphrey is a Portfolio Manager for VictoryShares and Solutions. Mr. Humphrey has 10 years of investment experience, nine of which were with AMCO, which Victory Capital acquired in 2019. 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. | ||
| Wasif A. Latif | Vice President | 2010 | 2021 |
| Biography | Wasif A. Latif, Head of Investments, VictoryShares and Solutions, has co-managed the Fund since July 2019. He 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. | ||
| John P. Toohey | Vice President | 2010 | 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. | ||
| Arnold J. Espe | Vice President | 2010 | 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. | ||
| Matt Freund | Senior Vice President | 2010 | 2016 |
| Biography | As a Co-Chief Investment Officer, Matt Freund is responsible for oversight of investment team resources, investment processes, performance and risk. As Head of Fixed Income Strategies, he manages investment team members and has portfolio management responsibilities. He is also a member of the Calamos Investment Committee, which is charged with providing a top-down framework, maintaining oversight of risk and performance metrics, and evaluating investment process. Matt joined Calamos in 2016 and has more than 30 years of industry experience. Prior to joining Calamos, he was Chief Investment Officer of USAA Investments, leading the teams responsible for the portfolio management of USAA’s mutual funds and affiliated portfolios, including P&C and life insurance products, and overseeing more than $140 billion in assets. During this time, he also served as lead portfolio manager for several highly regarded fixed income mutual funds. Earlier in his career, Matt served as a senior investment analyst for MetLife in the Capital Markets Group. He received a BA in Accounting from Franklin & Marshall College and an MBA from Indiana University. | ||
| Dan Denbow | Assistant Vice President | 2010 | 2014 |
| Biography | Dan Denbow, CFA, Assistant Vice President and portfolio manager, has co-managed the Precious Metals and Minerals Securities and the Global Real Estate Securities investment categories since October 2008. Mr. Denbow has 19 years of investment management experience and has worked for the advisor for 13 years. Education: B.B.A. and M.B.A., Texas Christian University. He holds the CFA designation and is a member of the CFA Institute and the CFA Society of San Antonio. | ||
| Mark W. Johnson | Vice President | 2010 | 2012 |
| Biography | Johnson is vice president of equity investments with USAA Investment Management Company. He joined the company as a senior securities analyst in 1988. Previously, he spent 14 years with the trust investment departments of Old Kent Bank & Trust Company, where he was vice president, and with the National Bank of Detroit. Johnson holds the Chartered Financial Analyst designation. | ||
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