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USAA Cornerstone Moderately Agrsv (USCRX)

26.40 Down 0.04(0.15%) Sep 15
Prev Close:26.40
YTD Return*:6.86%
Net Assets*:2.54B
Yield*:2.24%

* As of 31-Aug-14

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 S&P Mid-Cap4.0345.62
iShares MSCI EAFE3.489.15
US Treasury Note 1.75%2.85N/A
iShares Core MSCI Emerging Market2.83N/A
Us 10yr Note (Cbt)jun14 Xcbt 201406192.38N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:2.54B
Category:Moderate Allocation
Annual Report Expense Ratio (net):1.18%

Performance & Risk

YTD Return:6.86%
5y Avg Return:9.95%
Rank in Category (ytd):36
% Rank in Category (ytd):4.1%
Beta (3y):0.95
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 may invest in investment-grade and below-investment-grade securities. View More
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