USCRX : USAA Cornerstone Moderately Aggressive Fund

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

USCRX

USAA Cornerstone Moderately Aggressive Fund

FI Score

49 /100

Expense Ratio Rating

5 /10

Expense Rating

0 /10

Market Score

8 /10

Category Score

5 /10

Market Size

8 /10

49% FI Score
  • uscrx
  • Mutual Fund
  • Allocation
  • All-In-One

USAA Cornerstone Moderately Aggressive Fund

Expenses: 0.98% (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 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 ETFs. The fund also may invest in investment-grade and below-investment-grade fixed-income securities.

Largest Holdings

Amount Holding
6.48% Vanguard FTSE Developed Markets ETF
3.78% Vanguard S&P 500 ETF
2.92% United States Treasury Notes 1.62%
2.76% iShares Core MSCI Emerging Markets ETF
2.73% Vanguard FTSE Europe ETF
2.71% Schwab Fundamental Intl Lg Co ETF
2.53% iShares Core S&P 500 ETF
2.51% iShares Core MSCI EAFE ETF
1.90% iShares iBoxx $ Invmt Grade Corp Bd ETF
1.85% Schwab Fundamental Emerg Mkts Lg Co ETF
1.60% United States Treasury Notes 1.62%
1.42% Federal Home Loan Mortgage Corporation 3%
1.34% Apple Inc
1.32% Vanguard Mortgage-Backed Secs ETF
1.30% Federal Home Loan Mortgage Corporation 3%
1.23% United States Treasury Notes 1.62%
1.13% United States Treasury Notes 1.62%
1.07% United States Treasury Bonds 3.12%
1.02% iShares Core US Aggregate Bond ETF
1.00% Vanguard Real Estate ETF
0.99% SPDR® Gold Shares
0.98% Vanguard Short-Term Bond ETF
0.97% Invesco FTSE RAFI Emerging Markets ETF
0.94% Federal Home Loan Mortgage Corporation 3%
0.81% iShares MSCI Canada ETF

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