Morningstar

Victory Cornerstone Aggressive Fund UCAGX

Morningstar Medalist Rating
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Medalist Rating as of See Victory Capital Investment Hub
  • NAV / 1-Day Return $16.59  /  −0.48 %
  • Fund Size $465.1M
  • Adjusted Expense Ratio 1.160%
  • Net Expense Ratio 0.950%
  • Fee Level: Distribution High
  • Share Class Type No Load
  • Morningstar Category Global Moderately Aggressive Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield 1.14%
  • Turnover Ratio 79%
NAV and 1-Day Return as of

Morningstar’s Analysis UCAGX

Will UCAGX outperform in the 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 UCAGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Victory Cornerstone Aggressive holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings UCAGX

More UCAGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 43.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Vanguard FTSE Developed Markets ETF

5.66 27M
—

VictoryShares Free Cash Flow Growth ETF

5.47 26M
—

Schwab Fundamental International Eq ETF

5.44 26M
—

VictoryShares Core Intermediate Bond ETF

5.20 24M
—

VictoryShares Core Plus Bond ETF

4.43 21M
—

iShares Core S&P 500 ETF

4.27 20M
—

iShares Russell 1000 Value ETF

3.70 17M
—

VictoryShares Intl Free Csh Flow ETF

3.41 16M
—

VictoryShares Intl Free Csh Flow Gr ETF

3.17 15M
—

NVIDIA Corp

3.05 14M
Technology

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