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-4.16% 3 years+8.62%
3 months-4.27% 5 years+7.26%
1 year+3.92% Since inception+8.35%
Data through --

Peer Comparisonvs. Moderate allocation

Performance 5-yr return+7.26%+9.75%
Expense ratio1.26%1.30%
Risk 5 year sharpe ratio0.951.06
Net assets$2.5B$2.6B
Average market cap$33.6B$46.7B
Average P/E15.618.1
Portfolio turnover57%57%

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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 income33.58%
International stock29.08%
U.S. stock28.88%
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-Cap4.03%
EFA iShares MSCI EAFE3.48%
-- US Treasury Note 1.75%2.85%
IEMG iShares Core MSCI Emerging Market2.83%
-- Us 10yr Note (Cbt)jun14 Xcbt 201406192.38%
EWG iShares MSCI Germany2.17%
IEFA iShares Core MSCI EAFE2.14%
GILD Gilead Sciences Inc1.30%
GLD SPDR Gold Shares0.84%
OXY Occidental Petroleum Corp0.82%

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