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USAA Cornerstone Moderately Agrsv (USCRX)

24.10 Up 0.02(0.08%) May 27
Prev Close:24.08
YTD Return*:1.35%
Net Assets*:2.28B
Yield*:2.33%

* As of 30-Apr-16

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for USCRX at this time.

Top Holdings

Symbol% AssetsYTD Return %
iShares Core MSCI EAFE6.62N/A
Vanguard FTSE Developed Markets ETF4.33N/A
US Treasury Bond 3.125%4.15N/A
US Treasury Bond 3%2.93N/A
Vanguard FTSE Europe ETF2.34N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:2.28B
Category:Allocation--50% to 70% Equity
Annual Report Expense Ratio (net):1.16%

Performance & Risk

YTD Return:1.35%
5y Avg Return:2.45%
Rank in Category (ytd):69
% Rank in Category (ytd):7.23%
Beta (3y):1.03
Morningstar Risk Rating:3

Fund Summary

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. View More
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