Cornerstone Moderately Servative Fund Quote
| UCMCX Fund | USD 11.11 0.06 0.54% |
Performance2 of 100
| Odds Of DistressLess than 22
|
Cornerstone Moderately is trading at 11.11 as of the 30th of November 2024; that is 0.54 percent increase since the beginning of the trading day. The fund's open price was 11.05. Cornerstone Moderately has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Cornerstone Moderately Servative are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of September 2024 and ending today, the 30th of November 2024. Click here to learn more.
The fund invests in equity securities, bonds, money market instruments, and other instruments including derivatives. It has a target asset class allocation of approximately 40 percent equity securities and 60 percent fixed-income securities. The actual asset class allocation can deviate from time to time from these targets as market conditions warrant. More on Cornerstone Moderately Servative
Moving together with Cornerstone Mutual Fund
| 0.76 | UINCX | Income Fund Income | PairCorr |
| 0.74 | UITBX | Intermediate Term Bond | PairCorr |
| 0.72 | UITCX | Usaa Intermediate Term | PairCorr |
Moving against Cornerstone Mutual Fund
Cornerstone Mutual Fund Highlights
| Fund Concentration | Victory Capital Funds, Large Value Funds, Allocation--30% to 50% Equity Funds, Allocation--30% to 50% Equity, Victory Capital (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of July 2023 |
| Fiscal Year End | February |
Cornerstone Moderately Servative [UCMCX] is traded in USA and was established 30th of November 2024. Cornerstone Moderately is listed under Victory Capital category by Fama And French industry classification. The fund is listed under Allocation--30% to 50% Equity category and is part of Victory Capital family. This fund at this time has accumulated 186.31 M in net assets with minimum initial investment of 500. Cornerstone Moderately is currently producing year-to-date (YTD) return of 5.55% with the current yeild of 0.03%, while the total return for the last 3 years was 0.37%.
Check Cornerstone Moderately 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 Moderately Servative 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 Moderately Servative Mutual Fund Constituents
| VNQ | Vanguard Real Estate | Etf | Real Estate | |
| AGG | iShares Core Aggregate | Etf | Intermediate Core Bond | |
| BND | Vanguard Total Bond | Etf | Intermediate Core Bond | |
| DEED | First Trust TCW | Etf | Multisector Bond | |
| FNDE | Schwab Fundamental Emerging | Etf | Diversified Emerging Mkts | |
| FNDF | Schwab Fundamental International | Etf | Foreign Large Value | |
| GLD | SPDR Gold Shares | Etf | Commodities Focused | |
| IEFA | iShares Core MSCI | Etf | Foreign Large Blend |
Cornerstone Moderately Risk Profiles
| Mean Deviation | 0.2861 | |||
| Semi Deviation | 0.3321 | |||
| Standard Deviation | 0.3611 | |||
| Variance | 0.1304 |
Cornerstone Moderately Against Markets
Other Information on Investing in Cornerstone Mutual Fund
Cornerstone Moderately 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 Moderately security.
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
| Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments | |
| Bonds Directory Find actively traded corporate debentures issued by US companies | |
| Cryptocurrency Center Build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency |