USAA Cornerstone Moderately Aggressive Fund

 (MUTF:USCRX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.12%
   
1 week   +0.41%
   
4 week   +0.93%
   
3 month   +2.19%
   
YTD   +1.69%
   
1 year   +11.73%
   
3 years*   +2.37%
   
5 years*   +5.49%
   
*annualized
Best 3 month return+27.48%  
Worst 3 month return-29.24%  

Morningstar statistics

Morningstar category: Allocation--50% to 70% Equity
  Return Risk Rating
3 years Below Average Average
5 years Low Below Average
10 years Low Above Average
Overall Low Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets2.27B 
Front load-  
Deferred load-  
Expense ratio1.15%  
Management fee-  
Fund familyUSAA 

Asset allocation

Cash4.52%  
Stocks53.53%  
Bonds37.68%  
Preferred2.41%  
Convertible0.06%  
Other1.80%  

Purchase information

Initial$500  
Additional$50  
AIP Initial$50  
AIP Additional$50  
24.70-0.04(-0.16%)
Jan 16, 7:00PM EST Overall Morningstar RatingTM

Description

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 including derivatives. It has 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 also may invest in investment-grade and below-investment-grade fixed-income securities.
Fund filings (PDF) »
Asset managers:
John Toohey (Started: Jul 31, 2009)
Wasif Latif (Started: Jul 31, 2009)
Dan Denbow (Started: Oct 31, 2008)
Lance Humphrey (Started: Mar 9, 2016)
Arnold Espe (Started: Jan 16, 2004)
Advisor Company:
USAA Asset Management Company
Fund family reports on Morningstar »
USAA, P.O. Box 659453, San Antonio, Texas 78265-9825, USA
(800) 292-8177 (Fax)

Risk

  1 year 3 years 5 years 10 years  
Alpha* -3.68 -2.20 -1.88 -2.93
Beta* 1.01 1.03 1.00 1.20
Mean annual return 0.41 0.16 0.46 0.30
R-squared* 96.73 96.37 96.14 94.17
Standard deviation 7.09 6.97 6.88 12.21
Sharpe ratio 0.64 0.25 0.79 0.24
* Against standard index

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