UCEQX : USAA Cornerstone Equity Fund

UCEQX is a Allocation Market Total World with LOW fees.

UCEQX

USAA Cornerstone Equity Fund

FI Score

71 /100

Expense Ratio Rating

10 /10

Expense Rating

9 /10

Market Score

5 /10

Category Score

5 /10

Market Size

5 /10

71% FI Score
  • uceqx
  • Mutual Fund
  • Allocation
  • Total World

USAA Cornerstone Equity Fund

Expenses: 0.10% (Better than 1% of similar funds)

This is an OK choice for a Total World Allocation fund. See why ยป

Fund Summary

The investment seeks capital appreciation over the long term. The fund invests at least 80% of its assets in a selection of affiliated mutual funds and exchange-traded funds ("ETFs") ("underlying affiliated funds") that invest primarily in equity securities. The underlying affiliated funds consist of a long-term target asset allocation in equity securities. This is often referred to as a fund-of-funds investment strategy.

Largest Holdings

Amount Holding
14.48% USAA 500 Index Reward
14.21% VictoryShares USAA MSCI USA Vl Mntm ETF
14.21% USAA International Institutional
12.03% VictoryShares USAA MSCI Intl Vl Mntm ETF
7.44% USAA Target Managed Allocation
5.13% USAA Growth Institutional
5.10% USAA Aggressive Growth Institutional
4.70% VictoryShares USAA MSCI EM Vl Mntm ETF
4.41% USAA Income Stock Institutional
4.22% USAA Value Institutional
4.01% USAA Emerging Markets Institutional
3.15% USAA Small Cap Stock Institutional
2.97% USAA Capital Growth Institutional
2.92% VictoryShares USAA MSCI USA Sm Cp VM ETF
0.65% USAA Precious Metals and Minerals Instl

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