Cornerstone Moderate Fund Quote
| USBSX Fund | USD 15.15 0.04 0.26% |
PerformanceInsignificant
| Odds Of DistressLow
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Cornerstone Moderate is trading at 15.15 as of the 23rd of March 2025; that is 0.26 percent decrease since the beginning of the trading day. The fund's open price was 15.19. Cornerstone Moderate 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. The performance scores are derived for the period starting the 23rd of December 2024 and ending today, the 23rd of March 2025. 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 50 percent equity securities and 50 percent fixed-income securities. The implementation of the asset allocation may involve the extensive use of equity and fixed-income ETFs. More on Cornerstone Moderate Fund
Moving together with Cornerstone Mutual Fund
Cornerstone Mutual Fund Highlights
| Fund Concentration | Victory Capital Funds, Large Blend Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, Victory Capital (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 1st of July 2023 |
| Fiscal Year End | February |
Cornerstone Moderate Fund [USBSX] is traded in USA and was established 23rd of March 2025. Cornerstone Moderate is listed under Victory Capital category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Victory Capital family. This fund at this time has accumulated 1.09 B in net assets with minimum initial investment of 500. Cornerstone Moderate is currently producing year-to-date (YTD) return of 1.41% with the current yeild of 0.03%, while the total return for the last 3 years was 4.12%.
Check Cornerstone Moderate 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 Moderate 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 Moderate Fund Mutual Fund Constituents
| BND | Vanguard Total Bond | Etf | Intermediate Core Bond | |
| VCSH | Vanguard Short Term Corporate | Etf | Short-Term Bond | |
| AGG | iShares Core Aggregate | Etf | Intermediate Core Bond | |
| FNDE | Schwab Fundamental Emerging | Etf | Diversified Emerging Mkts | |
| FNDF | Schwab Fundamental International | Etf | Foreign Large Value | |
| IEFA | iShares Core MSCI | Etf | Foreign Large Blend | |
| IEMG | iShares Core MSCI | Etf | Diversified Emerging Mkts | |
| IJR | iShares Core SP | Etf | Small Blend |
Cornerstone Moderate Risk Profiles
| Mean Deviation | 0.4296 | |||
| Standard Deviation | 0.6397 | |||
| Variance | 0.4092 | |||
| Risk Adjusted Performance | (0.08) |
Cornerstone Moderate Against Markets
Other Information on Investing in Cornerstone Mutual Fund
Cornerstone Moderate 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 Moderate security.
| Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities | |
| Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes | |
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated | |
| Fundamental Analysis View fundamental data based on most recent published financial statements |