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USAA Cornerstone Moderate USBSX

Quantitative rating as of
NAV / 1-Day Return
14.30  /  0.28 %
Total Assets
1.1 Bil
Adj. Expense Ratio
0.870%
Expense Ratio
1.140%
Distribution Fee Level
High
Share Class Type
No Load
Category
Allocation—50% to 70% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
High / Moderate
Status
Open
TTM Yield
1.60%
Turnover
53%

Morningstar’s Analysis USBSX

Will USBSX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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The combination of an Average People Pillar rating and a Low Process Pillar rating limit USAA Cornerstone Moderate to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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