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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
Below Average
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+1.13% 3 years+2.72%
3 months+3.30% 5 years+5.07%
1 year+8.68% Since inception+6.09%
Data through --

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

Performance 5-yr return+5.07%+7.04%
Expense ratio1.14%1.19%
Risk 5 year sharpe ratio0.811.00
Net assets$1.1B$2.8B
Average market cap$35.6B$56.4B
Average P/E18.020.7
Portfolio turnover70%70%

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Fund Management and Purchase Info

Fund familyUSAA
Fund manager & tenureArnold Espe / 13 Years
Minimal initial investment$500.00
Minimum IRA investment--


Fixed income47.11%
International stock24.12%
U.S. stock21.21%
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
VCSH Vanguard Short-Term Corporate Bond Index Fund ETF Shares4.87%
-- 4.14%
-- 3.50%
-- 3.13%
IEFA iShares Core MSCI EAFE ETF3.10%
VEA Vanguard FTSE Developed Markets Index Fund ETF Shares2.84%
IEMG iShares Core MSCI Emerging Markets ETF2.58%
-- 2.54%
HEFA iShares Currency Hedged MSCI EAFE ETF2.45%
FNDF Schwab Fundamental International Large Company Index ETF2.44%