About USBSX
Victory Cornerstone Moderate Fund is a multi-asset mutual fund designed to pursue high total return through a balanced allocation across equities, fixed income, and cash equivalents. The strategy targets roughly a 50/50 mix between equity and fixed-income securities, using active asset allocation to adjust risk and opportunity across market cycles. It employs a fund-of-funds approach that can make extensive use of equity and bond ETFs, and it may include non‑U.S. holdings, below‑investment‑grade bonds, and real estate investment trusts to broaden diversification. The mandate emphasizes risk management by shifting among stocks, bonds, and cash while aiming to capture long-term growth potential. Positioned within the moderate allocation category, the fund seeks a middle ground between capital preservation and appreciation, offering diversified exposure across global markets and sectors alongside core U.S. holdings. Its role in the market is as a potential core, risk-aware allocation vehicle for investors seeking a single-fund solution that blends income and growth drivers through an actively managed, globally diversified portfolio.
Fund Family Victory Capital Management Inc.
Category Mix Tgt All Mod
Performance Rating Below Average
Risk Rating Low
Stock Exchange NASDAQ
Ticker Symbol USBSX
Share Class Victory Cornerstone Moderate Fund
Index MSCI AC World NR USD
USBSX had a total return of 16.36% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.81%.
