About UCMCX
The Victory Cornerstone Moderately Conservative Fund is a diversified mutual fund designed to balance current income generation with a secondary goal of capital appreciation. Its portfolio typically targets a mix of approximately 40% equity securities and 60% fixed-income securities, providing broad exposure to stocks, bonds, money market instruments, and derivatives. The fund employs active management strategies, frequently utilizing both equity and fixed-income ETFs to adjust asset allocations according to market conditions. It is built to match moderate risk tolerance and may include allocations to non-U.S. securities, below-investment-grade bonds, and real estate investment trusts (REITs). This multi-asset approach is intended to smooth out volatility while seeking yield, making the fund relevant for investors seeking a middle ground between growth and income strategies. Overseen by experienced portfolio managers, the Victory Cornerstone Moderately Conservative Fund plays a significant role in the moderately conservative allocation category, aiming to provide a balanced investment solution for a wide range of financial objectives.
Fund Family Victory Capital Management Inc.
Category Mix Tgt Alloc Con
Performance Rating Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol UCMCX
Share Class Victory Cornerstone Moderately Conservative Fund
Index Bloomberg U.S. Universal TR
UCMCX had a total return of 8.92% in the past year, including dividends. Since the fund's
inception, the average annual return has been 5.11%.
