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Morningstar

Victory Cornerstone Moderate USBSX

Morningstar Medalist Rating
Medalist Rating as of | See Victory Capital Investment Hub
  • NAV / 1-Day Return 15.46  /  +0.91 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    1.110%
  • Expense Ratio 1.110%
  • 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 2.20%
  • Turnover 51%

USD | NAV as of Jul 27, 2024 | 1-Day Return as of Jul 27, 2024, 12:16 AM GMT+0

Morningstar’s Analysis USBSX

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

  • People Pillar

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

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 highest quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings USBSX

More USBSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 46.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

VictoryShares Core Intermediate Bond ETF

22.96 258.1 Mil
—

VictoryShares Core Plus Intmdt Bond ETF

6.25 70.3 Mil
—

Schwab Fundamental International Eq ETF

4.83 54.3 Mil
—

Vanguard FTSE Developed Markets ETF

3.20 36.0 Mil
—

Vanguard S&P 500 ETF

2.75 30.9 Mil
—

Schwab Fundamental Emerging MarketsEqETF

2.42 27.2 Mil
—

Vanguard FTSE Europe ETF

2.34 26.3 Mil
—

iShares Core S&P Small-Cap ETF

1.99 22.4 Mil
—

Microsoft Corp

1.95 22.0 Mil
Technology

VictoryShares Short-Term Bond ETF

1.78 20.0 Mil
—