Morningstar

Victory Cornerstone Moderately Conservative Fund UCMCX

Morningstar Medalist Rating
Medalist Rating as of | See Victory Capital Investment Hub
  • NAV / 1-Day Return 12.63  /  −0.32 %
  • Total Assets 209.4M
  • Adj. Expense Ratio
    1.150%
  • Expense Ratio 0.840%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Global Moderately Conservative Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.92%
  • Turnover 72%

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 12:11 AM GMT+0

Morningstar’s Analysis UCMCX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Victory Cornerstone Moderately Cnsrv 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 UCMCX

More UCMCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 59.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

VictoryShares Core Intermediate Bond ETF

17.83 38M
—

VictoryShares Core Plus Bond ETF

16.69 35M
—

Cash

5.15 11M
Cash and Equivalents

iShares Core US Aggregate Bond ETF

4.55 10M
—

iShares Core Universal USD Bond ETF

3.59 8M
—

iShares Core S&P 500 ETF

3.59 8M
—

VictoryShares Free Cash Flow Growth ETF

3.42 7M
—

VictoryShares Short-Term Bond ETF

2.92 6M
—

iShares Russell 1000 Value ETF

2.89 6M
—

iShares Core S&P Small-Cap ETF

2.03 4M
—

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