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USAA Cornerstone Moderately Aggressive Fund (USCRX)

Net Asset Value
1 Day
Overall Morningstar Rating
Moderate allocation
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks capital appreciation with a secondary focus on current income. The fund invests in equity securities, bonds, money market instruments, and other instruments. It will have a target asset class allocation of approximately 60% equity securities and 40% fixed-income securities. The actual asset class allocation can deviate from time to time from these targets as market conditions warrant. The implementation of the asset allocation may involve the extensive use of equity and fixed-income exchange-traded funds (ETFs). The fund also may invest in fixed-income securities that are investment grade and below investment grade.


1 month-1.11% 3 years+4.98%
3 months+3.75% 5 years+4.68%
1 year-3.63% Since inception+8.01%
Data through --

Peer Comparisonvs. Moderate allocation

Performance 5-yr return+4.68%+7.33%
Expense ratio1.18%1.25%
Risk 5 year sharpe ratio0.630.94
Net assets$2.4B$2.7B
Average market cap$36.0B$45.3B
Average P/E16.118.0
Portfolio turnover62%62%

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Fund Management and Purchase Info

Fund familyUSAA
Fund manager & tenureArnold Espe / 11 Years
Minimal initial investment$1,000.00
Minimum IRA investment$1,000.00


Fixed income35.56%
U.S. stock33.22%
International stock25.00%
Top 5 Sectors
Portfolio weighting
Industrial materials 19.94%
Financial service 19.25%
Consumer goods 11.45%
Energy 10.17%
Healthcare 8.58%
Top 10 Holdings
Portfolio weighting
IVV iShares Core S&P 500 ETF4.23%
-- 3.63%
-- 2.57%
IEFA iShares Core MSCI EAFE ETF2.42%
IEMG iShares Core MSCI Emerging Markets ETF2.30%
IJH iShares Core S&P Mid-Cap ETF1.51%
IEF iShares 7-10 Year Treasury Bond ETF1.42%
VGK Vanguard FTSE Europe Index Fund ETF Shares1.29%
GE General Electric1.27%
TLT iShares 20+ Year Treasury Bond ETF1.21%