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Victory Cornerstone Moderate Fund (USBSX)

14.44
-0.44
(-2.96%)
At close: April 4 at 8:04:02 PM EDT
Loading Chart for USBSX
  • Previous Close 14.88
  • YTD Return 1.11%
  • Expense Ratio 1.11%
  • Category Allocation--50% to 70% Equity
  • Last Cap Gain 6.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating
  • Net Assets 1.11B
  • Beta (5Y Monthly) 0.86
  • Yield 2.16%
  • 5y Average Return --
  • Holdings Turnover --
  • Last Dividend 0.04
  • Inception Date Sep 1, 1995

The fund invests in equity securities, bonds, money market instruments, and other instruments including derivatives. It has a target asset class allocation of approximately 50% equity securities and 50% fixed-income securities. 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 ("junk" or high-yield) fixed-income securities.

Victory Capital

Fund Family

Allocation--50% to 70% Equity

Fund Category

1.11B

Net Assets

1995-09-01

Inception Date

Performance Overview: USBSX

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Trailing returns as of 4/3/2025. Category is Allocation--50% to 70% Equity.

YTD Return

USBSX
1.11%
Category
9.69%
 

1-Year Return

USBSX
3.82%
Category
27.06%
 

3-Year Return

USBSX
2.99%
Category
11.00%
 

5-Year Return

USBSX
7.19%
Category
10.26%
 

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Holdings: USBSX

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Sector Weightings

SectorUSBSX
Technology   21.66%
Industrials   10.46%
Healthcare   9.26%
Energy   5.22%
Real Estate   4.31%
Utilities   2.64%

Recent News: USBSX

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Research Reports: USBSX

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