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USAA Cornerstone Moderately Aggressive Fund (USCRX)

24.03
Net Asset Value
-0.25%
1 Day
+1.35%
Year-to-Date
Overall Morningstar Rating
Moderate allocation
Style or Category
No Load
Sales Expenses
1.18%
Expense Ratio
Average
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.

Performance

1 month+1.26% 3 years+2.21%
3 months+5.30% 5 years+2.45%
1 year-6.10% Since inception+7.82%
Data through --

Peer Comparisonvs. Moderate allocation

 USCRXCategory
Performance 5-yr return+2.45%+5.88%
Expense ratio1.18%1.22%
Risk 5 year sharpe ratio0.370.71
Net assets$2.3B$2.7B
Average market cap$37.8B$46.5B
Average P/E16.017.8
Portfolio turnover62%62%

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Fund Management and Purchase Info

Fund familyUSAA
Fund manager & tenureArnold Espe / 12 Years
Minimal initial investment$1,000.00
Minimum IRA investment$1,000.00

Holdings

Fixed income34.22%
U.S. stock33.09%
International stock25.41%
Cash3.75%
Other3.53%
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
-- 3.61%
-- 2.55%
IEFA iShares Core MSCI EAFE ETF2.46%
IEMG iShares Core MSCI Emerging Markets ETF2.35%
IVV iShares Core S&P 500 ETF1.91%
VBR Vanguard Small-Cap Value Index Fund ETF Shares1.58%
VOO Vanguard 500 Index Fund ETF Class1.58%
IEF iShares 7-10 Year Treasury Bond ETF1.52%
VGK Vanguard FTSE Europe Index Fund ETF Shares1.29%
VO Vanguard Mid-Cap Index Fund ETF Shares1.18%

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