About USCRX
Victory Cornerstone Moderately Aggressive Fund is a multi-asset mutual fund designed to pursue capital appreciation with a secondary focus on current income. The strategy blends approximately 60% in equities with 40% in fixed income, using a mix of individual securities and, extensively, equity and bond ETFs to implement its asset allocation. It has flexibility to invest in non‑U.S. securities, real estate investment trusts, and both investment‑grade and below‑investment‑grade bonds, allowing diversified exposure across global stocks and credit markets. The fund’s moderate allocation aims to balance growth potential with risk management, targeting large‑blend equities alongside core and plus intermediate bond exposures to help stabilize returns through different market cycles. Managed within the Victory Capital family, the fund’s structure places it in the moderate allocation category, where it serves as a single‑fund solution for broad, globally diversified growth and income. Investors can expect an actively managed allocation that can deviate from targets as conditions warrant, with expenses reflecting a net expense ratio in the low‑1% range and a distribution yield around the low‑to‑mid single digits based on recent disclosures.
Fund Family Victory Capital Management Inc.
Category Mix Tgt All Mod
Performance Rating Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol USCRX
Share Class Victory Cornerstone Moderately Aggressive Fund
Index MSCI AC World NR USD
USCRX had a total return of 11.02% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.39%.
