UCAGX : USAA Cornerstone Aggressive Fund

UCAGX is a Allocation Market All-In-One with HIGH fees.

UCAGX

USAA Cornerstone Aggressive Fund

FI Score

30 /100

Expense Ratio Rating

4 /10

Expense Rating

0 /10

Market Score

4 /10

Category Score

5 /10

Market Size

4 /10

30% FI Score
  • ucagx
  • Mutual Fund
  • Allocation
  • All-In-One

USAA Cornerstone Aggressive Fund

Expenses: 1.10% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why »

Fund Summary

The investment seeks capital appreciation over the long term; the fund also considers the potential for 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 80% equity securities and 20% 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 ETFs. The fund also may invest in investment-grade and below-investment-grade fixed-income securities.

Largest Holdings

Amount Holding
8.42% iShares Core S&P 500 ETF
5.64% Schwab Fundamental Intl Lg Co ETF
5.59% iShares Core MSCI EAFE ETF
5.39% Vanguard FTSE Developed Markets ETF
4.61% Vanguard S&P 500 ETF
3.45% iShares Core MSCI Emerging Markets ETF
3.41% Vanguard FTSE Europe ETF
2.86% Schwab Fundamental Emerg Mkts Lg Co ETF
2.68% United States Treasury Notes 1.62%
1.68% Apple Inc
1.64% Vanguard Real Estate ETF
1.34% Invesco FTSE RAFI Emerging Markets ETF
1.18% Vanguard Short-Term Bond ETF
1.10% United States Treasury Notes 1.62%
1.02% iShares iBoxx $ Invmt Grade Corp Bd ETF
1.00% iShares MSCI Canada ETF
0.94% United States Treasury Notes 2.25%
0.92% Vanguard FTSE All-Wld ex-US ETF
0.77% SPDR® Gold Shares
0.70% Schwab Fundamental Intl Sm Co ETF
0.69% Invesco FTSE RAFI Dev Mkts ex-US ETF
0.67% United States Treasury Bonds 3%
0.58% Microsoft Corp
0.58% Walmart Inc
0.56% iShares Core US Aggregate Bond ETF

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