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Morningstar

Victory Cornerstone Equity UCEQX

Morningstar Medalist Rating
Medalist Rating as of | See Victory Capital Investment Hub
  • NAV / 1-Day Return 16.28  /  +0.87 %
  • Total Assets 225.7 Mil
  • Adj. Expense Ratio
    0.620%
  • Expense Ratio 0.620%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Global Large-Stock Blend
  • Investment Style Large Blend
  • Min. Initial Investment 500
  • Status Open
  • TTM Yield 1.89%
  • Turnover 6%

USD | NAV as of Apr 22, 2024 | 1-Day Return as of Apr 22, 2024, 10:18 PM GMT+0

Morningstar’s Analysis UCEQX

Will UCEQX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable UCEQX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the UCEQX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of UCEQX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of an Average People Pillar rating and a Low Process Pillar rating limit Victory Cornerstone Equity to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings UCEQX

More UCEQX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 89.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Victory 500 Index Reward

20.44 48.2 Mil
—

Victory International Institutional

16.12 38.0 Mil
—

VictoryShares International Val MomtETF

10.33 24.4 Mil
—

Victory Nasdaq 100 Index R6

7.71 18.2 Mil
—

VictoryShares WestEnd U.S. Sector ETF

7.67 18.1 Mil
—

Victory Target Managed Allocation

6.22 14.7 Mil
—

VictoryShares US Value Momentum ETF

5.45 12.9 Mil
—

VictoryShares Free Cash Flow ETF

5.39 12.7 Mil
—

VictoryShares Emerging Mkts Val MomtETF

5.16 12.2 Mil
—

Victory Emerging Markets Institutional

4.89 11.5 Mil
—