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Morningstar

Victory Cornerstone Conservative USCCX

Morningstar Medalist Rating
Medalist Rating as of | See Victory Capital Investment Hub
  • NAV / 1-Day Return 10.36  /  +0.10 %
  • Total Assets 204.3 Mil
  • Adj. Expense Ratio
    0.570%
  • Expense Ratio 0.570%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Conservative Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 3.72%
  • Turnover 2%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:18 PM GMT+0

Morningstar’s Analysis USCCX

Will USCCX 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 USCCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the USCCX 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 USCCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Victory Cornerstone Conservative 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 lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings USCCX

More USCCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 87.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Victory Core Plus Intermediate BondInstl

23.37 48.7 Mil
—

VictoryShares Short-Term Bond ETF

15.05 31.4 Mil
—

Victory Government Securities Inst

12.46 26.0 Mil
—

Victory Income Institutional

8.35 17.4 Mil
—

VictoryShares Core Intermediate Bond ETF

7.93 16.5 Mil
—

Victory High Income Institutional

5.05 10.5 Mil
—

Victory Market Neutral Income I

4.55 9.5 Mil
—

Victory 500 Index Reward

4.10 8.5 Mil
—

Victory International Institutional

3.55 7.4 Mil
—

Victory Target Managed Allocation

2.85 5.9 Mil
—