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USAA Cornerstone Moderate Fund (USBSX)

Net Asset Value
1 Day
Overall Morningstar Rating
Allocation--50% to 70% equity
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks high total return. The fund invests in equity securities, bonds, money market instruments, and other instruments including derivatives. It has a target asset class allocation of approximately 50% equity securities and 50% fixed-income securities. 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 investment-grade and below-investment-grade ("junk" or high-yield) fixed-income securities.


1 month+0.47% 3 years+2.53%
3 months+0.61% 5 years+6.00%
1 year+3.00% Since inception+6.09%
Data through --

Peer Comparisonvs. Allocation--50% to 70% equity

Performance 5-yr return+6.00%+9.22%
Expense ratio1.16%1.19%
Risk 5 year sharpe ratio1.031.18
Net assets$1.1B$2.7B
Average market cap$38.8B$52.0B
Average P/E16.319.3
Portfolio turnover70%70%

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Fund Management and Purchase Info

Fund familyUSAA
Fund manager & tenureArnold Espe / 12 Years
Minimal initial investment$500.00
Minimum IRA investment--


Fixed income45.54%
U.S. stock22.44%
International stock22.06%
Top 5 Sectors
Portfolio weighting
Financial service 18.69%
Industrial materials 13.56%
Consumer goods 11.63%
Healthcare 11.44%
Energy 10.09%
Top 10 Holdings
Portfolio weighting
IEFA iShares Core MSCI EAFE ETF4.99%
-- 4.71%
-- 4.24%
-- 2.37%
EFA iShares MSCI EAFE ETF2.03%
IEMG iShares Core MSCI Emerging Markets ETF2.00%
VGK Vanguard FTSE Europe Index Fund ETF Shares1.64%
AGG iShares Core U.S. Aggregate Bond ETF1.57%
HYG iShares iBoxx $ High Yield Corporate Bond ETF1.54%
VEA Vanguard FTSE Developed Markets Index Fund ETF Shares1.54%

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