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 may invest in investment-grade and below-investment-grade securities.


1 month+0.50% 3 years+8.18%
3 months+2.13% 5 years+7.54%
1 year+7.19% Since inception+8.30%
Data through --

Peer Comparisonvs. Moderate allocation

Performance 5-yr return+7.54%+9.43%
Expense ratio1.26%1.29%
Risk 5 year sharpe ratio0.851.04
Net assets$2.5B$2.9B
Average market cap$30.3B$47.8B
Average P/E16.017.8
Portfolio turnover57%57%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyUSAA
Fund manager & tenureArnold Espe / 10 Years
Minimal initial investment$1,000.00
Minimum IRA investment$1,000.00


Fixed income32.19%
U.S. stock30.82%
International stock28.20%
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
IJH iShares Core S&P Mid-Cap4.59%
IEMG iShares Core MSCI Emerging Markets4.06%
EFA iShares MSCI EAFE3.10%
-- US Treasury Note 1.75%2.64%
-- Us 10yr Note (Cbt)dec14 Xcbt 201412192.34%
IEFA iShares Core MSCI EAFE2.04%
EWG iShares MSCI Germany1.79%
IJR iShares Core S&P Small-Cap1.34%
GILD Gilead Sciences Inc1.20%
TRW TRW Automotive Holdings Corp0.96%

Most stock quote data provided by BATS. Market indices are shown in real time, except for the DJIA, which is delayed by two minutes. All times are ET. Disclaimer.

Morningstar: © 2015 Morningstar, Inc. All Rights Reserved.

Factset: FactSet Research Systems Inc. 2015. All rights reserved.

Chicago Mercantile Association: Certain market data is the property of Chicago Mercantile Exchange Inc. and its licensors. All rights reserved.

Dow Jones: The Dow Jones branded indices are proprietary to and are calculated, distributed and marketed by DJI Opco, a subsidiary of S&P Dow Jones Indices LLC and have been licensed for use to S&P Opco, LLC and CNN. Standard & Poor's and S&P are registered trademarks of Standard & Poor’s Financial Services LLC and Dow Jones is a registered trademark of Dow Jones Trademark Holdings LLC. All content of the Dow Jones branded indices © S&P Dow Jones Indices LLC 2015 and/or its affiliates.