Morningstar

Victory Cornerstone Conservative Fund USCCX

Morningstar Medalist Rating
Medalist Rating as of | See Victory Capital Investment Hub
  • NAV / 1-Day Return 11.47  /  −0.09 %
  • Total Assets 255.3M
  • Adj. Expense Ratio
    0.560%
  • Expense Ratio 0.090%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Global Conservative Allocation
  • Investment Style Large Value
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 3.70%
  • Turnover 5%

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

Morningstar’s Analysis USCCX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Victory Cornerstone Conservative 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
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Portfolio Holdings USCCX

More USCCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 85.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Victory Core Plus Intermediate BondInstl

22.98 58M
—

VictoryShares Short-Term Bond ETF

13.05 33M
—

Victory Government Securities Inst

11.31 28M
—

VictoryShares Core Intermediate Bond ETF

10.45 26M
—

Victory Income Institutional

7.20 18M
—

Victory Market Neutral Income I

6.24 16M
—

Victory 500 Index Reward

4.68 12M
—

Victory High Income Institutional

4.19 11M
—

Victory International Institutional

3.15 8M
—

VictoryShares International Val MomtETF

2.67 7M
—

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