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Morningstar

Victory Cornerstone Moderately Agrsv USCRX

Morningstar Medalist Rating
Medalist Rating as of | See Victory Capital Investment Hub
  • NAV / 1-Day Return 27.59  /  +1.03 %
  • Total Assets 2.7 Bil
  • Adj. Expense Ratio
    1.090%
  • Expense Ratio 1.090%
  • 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 1.99%
  • Turnover 52%

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

Morningstar’s Analysis USCRX

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

  • People Pillar

    The People Pillar is our evaluation of the USCRX 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 USCRX’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 Moderately Agrsv 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 second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings USCRX

More USCRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 49.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

VictoryShares Core Intermediate Bond ETF

18.04 485.4 Mil
—

Vanguard FTSE Developed Markets ETF

6.88 185.1 Mil
—

VictoryShares Core Plus Intmdt Bond ETF

4.51 121.3 Mil
—

Schwab Fundamental International Eq ETF

4.13 111.0 Mil
—

Vanguard S&P 500 ETF

3.51 94.4 Mil
—

Vanguard FTSE Europe ETF

2.82 75.8 Mil
—

Schwab Fundamental Emerging MarketsEqETF

2.43 65.2 Mil
—

Microsoft Corp

2.41 65.0 Mil
Technology

iShares Core MSCI Emerging Markets ETF

2.28 61.3 Mil
—

NVIDIA Corp

2.09 56.2 Mil
Technology