Cornerstone Conservative is trading at 10.81 as of the 6th of May 2025; that is 0.09 percent decrease since the beginning of the trading day. The fund's open price was 10.82. Cornerstone Conservative has about a 22 % 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 6th of April 2025 and ending today, the 6th of May 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
Cornerstone Servative Fund [USCCX] is traded in USA and was established 6th of May 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 2.62% with the current yeild of 0.04%, while the total return for the last 3 years was 4.94%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Cornerstone Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Cornerstone Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Cornerstone Servative Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Cornerstone Servative Fund Mutual Fund Constituents
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.