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Victory Cornerstone Moderately Cnsrv UCMCX

Medalist Rating as of | See Victory Capital Investment Hub
  • NAV / 1-Day Return 10.78  /  +0.09 %
  • Total Assets 183.1 Mil
  • Adj. Expense Ratio
    1.180%
  • Expense Ratio 1.180%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Moderately Conservative Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.41%
  • Turnover 43%

USD | NAV as of Mar 29, 2024 | 1-Day Return as of Mar 29, 2024, 12:14 AM GMT+0

Morningstar’s Analysis UCMCX

Will UCMCX outperform in future?

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

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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Portfolio Holdings UCMCX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 55.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

VictoryShares Core Intermediate Bond ETF

30.27 55.0 Mil

VictoryShares Core Plus Intmdt Bond ETF

8.21 14.9 Mil

Schwab Fundamental Intl Lg Co ETF

4.41 8.0 Mil

iShares iBoxx $ High Yield Corp Bd ETF

3.34 6.1 Mil

Vanguard FTSE Developed Markets ETF

2.77 5.0 Mil

Schwab Fundamental Emerg Mkts Lg Co ETF

2.55 4.6 Mil

VictoryShares Short-Term Bond ETF

2.26 4.1 Mil

Vanguard Mortgage-Backed Secs ETF

2.14 3.9 Mil

iShares Core US Aggregate Bond ETF

2.10 3.8 Mil

Vanguard S&P 500 ETF

1.97 3.6 Mil