Victory Cornerstone Moderately Aggressive Fund

Frequently Asked Questions About USCRX

What does USCRX invest in?

The fund invests in equity securities, bonds, money market instruments, and other instruments including derivatives. It has a target asset class allocation of approximately 60% equity securities and 40% fixed-income securities. The actual asset class allocation can deviate from time to time from these targets as market conditions warrant. The implementation of the asset allocation may involve the extensive use of equity and fixed-income ETFs. The fund also may invest in investment-grade and below-investment-grade fixed-income securities.

What is the expense ratio of USCRX?

Victory Cornerstone Moderately Aggressive Fund (USCRX) charges an expense ratio of 1.08%. This is the annual fee deducted from fund assets to cover management and operations.

How big is USCRX?

Victory Cornerstone Moderately Aggressive Fund (USCRX) manages $2.99B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is USCRX actively managed or an index fund?

USCRX is actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (USCRX's is 1.08%) in exchange for the discretion to over- or under-weight positions.

When was USCRX launched?

Victory Cornerstone Moderately Aggressive Fund (USCRX) launched in August 1984 and is managed by Victory Capital.

How has USCRX performed?

USCRX's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.