Cornerstone Moderately Aggressive Fund Quote
| USCRX Fund | USD 27.92 2.53 8.31% |
PerformanceWeakest
| Odds Of DistressLow
|
Cornerstone Moderately is trading at 27.92 as of the 15th of December 2025; that is 8.31 percent decrease since the beginning of the trading day. The fund's open price was 30.45. Cornerstone Moderately has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 15th of November 2025 and ending today, the 15th of December 2025. Click here to learn more.
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 percent equity securities and 40 percent fixed-income securities. The actual asset class allocation can deviate from time to time from these targets as market conditions warrant. More on Cornerstone Moderately Aggressive
Moving together with Cornerstone Mutual Fund
Cornerstone Mutual Fund Highlights
| Thematic Idea | Moderate Funds (View all Themes) |
| Fund Concentration | Victory Capital Management Inc. Funds, Large Blend Funds, Moderate Funds, Allocation--50% to 70% Equity, Victory Capital Management Inc., Large Blend, Allocation--50% to 70% Equity (View all Sectors) |
| Update Date | 31st of December 2025 |
| Expense Ratio Date | 1st of July 2025 |
| Fiscal Year End | February |
Cornerstone Moderately Aggressive [USCRX] is traded in USA and was established 15th of December 2025. Cornerstone Moderately is listed under Victory Capital Management Inc. category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Victory Capital Management Inc. family. The entity is thematically classified as Moderate Funds. This fund at this time has accumulated 2.9 B in net assets with minimum initial investment of 500. Cornerstone Moderately is currently producing year-to-date (YTD) return of 8.49% with the current yeild of 0.02%, while the total return for the last 3 years was 8.3%.
Check Cornerstone Moderately Probability Of Bankruptcy
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 Moderately Aggressive 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 Moderately Aggressive Mutual Fund Constituents
| VNQ | Vanguard Real Estate | Etf | Real Estate | |
| BND | Vanguard Total Bond | Etf | Intermediate Core Bond | |
| IVV | iShares Core SP | Etf | Large Blend | |
| VWO | Vanguard FTSE Emerging | Etf | Diversified Emerging Mkts | |
| VOO | Vanguard SP 500 | Etf | Large Blend | |
| VGK | Vanguard FTSE Europe | Etf | Europe Stock | |
| VEU | Vanguard FTSE All World | Etf | Foreign Large Blend | |
| VEA | Vanguard FTSE Developed | Etf | Foreign Large Blend |
Cornerstone Moderately Risk Profiles
| Mean Deviation | 0.5026 | |||
| Standard Deviation | 1.13 | |||
| Variance | 1.29 | |||
| Risk Adjusted Performance | (0.04) |
Cornerstone Moderately Against Markets
Other Information on Investing in Cornerstone Mutual Fund
Cornerstone Moderately 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 Moderately security.
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