About UCEQX
Victory Cornerstone Equity Fund is an open-end mutual fund designed to achieve long-term capital appreciation through a diversified, fund-of-funds investment strategy. The fund primarily allocates at least 80% of its assets to a selection of affiliated mutual funds and exchange-traded funds (ETFs), which themselves invest predominantly in equity securities. This approach enables broad exposure across regions, sectors, and market capitalizations, resulting in a portfolio that spans U.S. and international equities, including both developed and emerging markets. The fund maintains a heavy concentration in its top holdings, which collectively represent a significant portion of assets, and emphasizes large-cap stocks with a blend of growth and value characteristics. Actively managed, the Victory Cornerstone Equity Fund is structured to match varying risk tolerances while benefiting from the scale and resources of affiliated investment vehicles. Its low expense ratio and no-load share class make it a cost-effective choice within the global large-stock blend category. The fund plays a role as a core equity holding for investors seeking a one-stop, diversified solution supported by professional management.
Fund Family Victory Capital Management Inc.
Category World Large-Stock Blend
Performance Rating Above Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol UCEQX
Share Class Victory Cornerstone Equity Fund
Index MSCI AC World NR USD
UCEQX had a total return of 21.27% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.58%.
