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Victory Cornerstone Moderate USBSX

Medalist Rating as of | See Victory Capital Investment Hub
  • NAV / 1-Day Return 15.06  /  +0.20 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    1.230%
  • Expense Ratio 1.230%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 1.49%
  • Turnover 47%

USD | NAV as of Feb 23, 2024 | 1-Day Return as of Feb 23, 2024, 11:18 PM GMT+0

Morningstar’s Analysis USBSX

Will USBSX 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 Moderate 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 most expensive quintile among peers.

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Portfolio Holdings USBSX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 49.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

VictoryShares Core Intermediate Bond ETF

25.09 281.0 Mil

VictoryShares Core Plus Intmdt Bond ETF

6.37 71.3 Mil

Schwab Fundamental Intl Lg Co ETF

4.67 52.3 Mil

Vanguard FTSE Developed Markets ETF

3.12 34.9 Mil

iShares Core S&P Small-Cap ETF

3.00 33.6 Mil

iShares iBoxx $ High Yield Corp Bd ETF

2.99 33.5 Mil

Schwab Fundamental Emerg Mkts Lg Co ETF

2.23 25.0 Mil

Vanguard S&P 500 ETF

2.10 23.5 Mil

iShares Core S&P 500 ETF

2.07 23.2 Mil

VictoryShares Short-Term Bond ETF

1.78 20.0 Mil