About USCCX
Victory Cornerstone Conservative Fund is a mutual fund that seeks current income while also considering the potential for capital appreciation. It employs a fund-of-funds investment strategy, primarily investing in a selection of affiliated mutual funds and ETFs to create a broadly diversified, actively managed portfolio aligned with conservative risk tolerance. The fund maintains a target asset class allocation of approximately 20% equity securities, including U.S. and non-U.S. equities, and 80% fixed-income securities, which may encompass investment-grade bonds, below-investment-grade bonds, government securities, short-term bonds, intermediate bonds, high income bonds, and market neutral income strategies. Key holdings include Victory Core Plus Intermediate Bond Fund, VictoryShares Short-Term Bond ETF, Victory Government Securities Fund, and Victory Income Fund, among others. This structure provides exposure to a mix of fixed income and limited equity for income generation and modest growth potential within the global conservative allocation category.
Fund Family Victory Capital Management Inc.
Category Mix Tgt Alloc Con
Performance Rating Above Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol USCCX
Share Class Victory Cornerstone Conservative Fund
Index Bloomberg U.S. Universal TR
USCCX had a total return of 5.11% in the past year, including dividends. Since the fund's
inception, the average annual return has been 4.54%.
