USAA Cornerstone Moderately Agrsv (USCRX)
25.03 0.05(0.20%) Dec 5
* As of 30-Nov-13
Quotes delayed, except where indicated otherwise. Currency in USD.
- No Headlines available for USCRX at this time.
|Symbol||% Assets||YTD Return %|
|iShares Core S&P Mid-Cap||3.94||102.91|
|US Treasury Note 1.75%||3.26||N/A|
|iShares Core MSCI Emerging Market||3.22||N/A|
|US Treasury Bond 3%||2.90||N/A|
|iShares MSCI EAFE||2.79||N/A|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.22%|
Performance & Risk
|5y Avg Return:||13.46%|
|Rank in Category (ytd):||92|
|% Rank in Category (ytd):||10.29%|
|Morningstar Risk Rating:||4|
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