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USAA Cornerstone Moderately Aggressive Fund (USCRX)

24.90
Net Asset Value
+0.85%
1 Day
+5.02%
Year-to-Date
Overall Morningstar Rating
Allocation--50% to 70% equity
Style or Category
No Load
Sales Expenses
1.15%
Expense Ratio
Above 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 including derivatives. It has 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 investment-grade and below-investment-grade fixed-income securities.

Performance

1 month+1.06% 3 years+1.94%
3 months-2.26% 5 years+5.14%
1 year+2.06% Since inception+7.76%
Data through --

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

 USCRXCategory
Performance 5-yr return+5.14%+9.22%
Expense ratio1.15%1.19%
Risk 5 year sharpe ratio0.741.09
Net assets$2.3B$2.6B
Average market cap$32.6B$53.5B
Average P/E16.619.4
Portfolio turnover87%87%

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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--

Holdings

Fixed income38.27%
International stock28.95%
U.S. stock25.08%
Cash5.08%
Other2.62%
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
IEFA iShares Core MSCI EAFE ETF5.61%
VEA Vanguard FTSE Developed Markets Index Fund ETF Shares4.46%
VCSH Vanguard Short-Term Corporate Bond Index Fund ETF Shares4.26%
-- 3.75%
-- 3.53%
-- 2.79%
IEMG iShares Core MSCI Emerging Markets ETF2.78%
VGK Vanguard FTSE Europe Index Fund ETF Shares2.11%
-- 2.06%
HYG iShares iBoxx $ High Yield Corporate Bond ETF2.03%

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