Cornerstone Servative Fund Quote

USCCX Fund  USD 10.78  0.02  0.19%   

Performance

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Odds Of Distress

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Low
Cornerstone Conservative is trading at 10.78 as of the 24th of March 2025; that is 0.19 percent decrease since the beginning of the trading day. The fund's open price was 10.8. Cornerstone Conservative has about a 20 % 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 24th of December 2024 and ending today, the 24th of March 2025. Click here to learn more.
The funds principal investment strategy is to invest its assets in a selection of affiliated mutual funds and exchange-traded funds consisting of a target asset class allocation of approximately 20 percent equity securities and 80 percent fixed-income securities. More on Cornerstone Servative Fund

Moving together with Cornerstone Mutual Fund

  0.9UINCX Income Fund IncomePairCorr
  0.79UITBX Intermediate Term BondPairCorr
  0.85UITCX Usaa Intermediate TermPairCorr
  0.9UITIX Usaa Tax ExemptPairCorr

Moving against Cornerstone Mutual Fund

  0.48RSEGX Victory Rs SmallPairCorr
  0.31RSDGX Victory Rs SelectPairCorr

Cornerstone Mutual Fund Highlights

Fund ConcentrationVictory Capital Funds, Large Value Funds, Allocation--15% to 30% Equity Funds, Allocation--15% to 30% Equity, Victory Capital (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date1st of July 2023
Fiscal Year EndFebruary
Cornerstone Servative Fund [USCCX] is traded in USA and was established 24th of March 2025. Cornerstone Conservative is listed under Victory Capital category by Fama And French industry classification. The fund is listed under Allocation--15% to 30% Equity category and is part of Victory Capital family. This fund at this time has accumulated 209.97 M in net assets with minimum initial investment of 500. Cornerstone Conservative is currently producing year-to-date (YTD) return of 2.24% with the current yeild of 0.04%, while the total return for the last 3 years was 3.47%.
Check Cornerstone Conservative Probability Of Bankruptcy

Instrument Allocation

Top Cornerstone Servative Fund Mutual Fund Constituents

UIGSXGovernment Securities FundMutual FundIntermediate Government
UIHIXHigh Income FundMutual FundHigh Yield Bond
UIIFXInternational Fund InternationalMutual FundForeign Large Blend
UIINXIncome Fund IncomeMutual FundIntermediate Core-Plus Bond
UIITXIntermediate Term Bond FundMutual FundIntermediate Core-Plus Bond
UISBXShort Term Bond FundMutual FundShort-Term Bond
UITBVictoryShares USAA CoreEtfIntermediate Core Bond
ULVMVictoryShares Value MomentumEtfLarge Value
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Cornerstone Conservative Risk Profiles

Cornerstone Conservative Against Markets

Other Information on Investing in Cornerstone Mutual Fund

Cornerstone Conservative 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 Conservative security.
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