Cornerstone Equity Fund Quote
| UCEQX Fund | USD 18.60 0.11 0.59% |
Performance10 of 100
| Odds Of DistressLess than 18
|
Cornerstone Equity is trading at 18.60 as of the 1st of December 2024; that is 0.59 percent increase since the beginning of the trading day. The fund's open price was 18.49. Cornerstone Equity has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. Equity ratings for Cornerstone Equity Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of November 2024 and ending today, the 1st of December 2024. Click here to learn more.
The fund invests at least 80 percent of its assets in a selection of affiliated mutual funds and exchange-traded funds that invest primarily in equity securities. The underlying affiliated funds consist of a long-term target asset allocation in equity securities. More on Cornerstone Equity Fund
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Moving against Cornerstone Mutual Fund
Cornerstone Mutual Fund Highlights
| Fund Concentration | Victory Capital Funds, Large Blend Funds, World Large-Stock Blend Funds, World Large-Stock Blend, Victory Capital (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of July 2023 |
| Fiscal Year End | February |
Cornerstone Equity Fund [UCEQX] is traded in USA and was established 1st of December 2024. Cornerstone Equity is listed under Victory Capital category by Fama And French industry classification. The fund is listed under World Large-Stock Blend category and is part of Victory Capital family. This fund at this time has accumulated 209.37 M in net assets with minimum initial investment of 500. Cornerstone Equity is currently producing year-to-date (YTD) return of 18.93% with the current yeild of 0.02%, while the total return for the last 3 years was 6.81%.
Check Cornerstone Equity Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Cornerstone Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Cornerstone Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Cornerstone Equity Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Cornerstone Equity Fund Mutual Fund Constituents
| UEVM | VictoryShares Emerging Markets | Etf | Diversified Emerging Mkts | |
| UIAGX | Aggressive Growth Fund | Mutual Fund | Large Growth | |
| UIEMX | Emerging Markets Fund | Mutual Fund | Diversified Emerging Mkts | |
| UIGRX | Growth Fund Growth | Mutual Fund | Large Growth | |
| UIIFX | International Fund International | Mutual Fund | Foreign Large Blend | |
| UIISX | Income Stock Fund | Mutual Fund | Large Value | |
| UIVAX | Value Fund Value | Mutual Fund | Large Value | |
| UIVM | VictoryShares International Value | Etf | Foreign Large Value |
Cornerstone Equity Risk Profiles
| Mean Deviation | 0.5311 | |||
| Semi Deviation | 0.6126 | |||
| Standard Deviation | 0.6983 | |||
| Variance | 0.4877 |
Cornerstone Equity Against Markets
Other Information on Investing in Cornerstone Mutual Fund
Cornerstone Equity financial ratios help investors to determine whether Cornerstone Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Cornerstone with respect to the benefits of owning Cornerstone Equity security.
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