Nasdaq - Delayed Quote USD
Victory Cornerstone Moderate Fund (USBSX)
14.13
-0.11
(-0.77%)
At close: 8:04:06 PM EDT
Investment Information
- Min Initial Investment
- 500
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- 0.5
- Min Subsequent Investment
- 50
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- 0.5
Broker Availability
- Cetera Advisors LLC
- Cetera Advisor Networks LLC
- Mid Atlantic Capital Corp
- Pershing FundCenter
- Schwab Institutional
- Shareholders Services Group
- JPMorgan
- Vanguard
- T. Rowe Price
- TD Ameritrade Trust Company
- (Junk)CommonWealth PPS
- LPL SAM Eligible - 10.24.2024
- Fidelity Retail FundsNetwork
- Fidelity Institutional FundsNetwork
- Dreyfus NTF
- Ameriprise Brokerage
- Cetera Advisors LLC- PAM, PRIME, Premier
- Cetera Advisor Networks LLC- PAM, PRIME, Premier
- Vanguard NTF
- Raymond James
- Raymond James WRAP Eligible
- Commonwealth Universe
- Robert W. Baird & Co.
- RBC Wealth Management-Network Eligible
- ING Financial Ptnrs PAM and PRIME Approv
- Ameritas NTF P
- TIAA-CREF Brokerage Services
- Fidelity Advisor 401(k) I Shares
- Pershing FundVest NTF
- TD Ameritrade Retail
- TD Ameritrade Institutional
- ING Financial Advisers - SAS Funds
- ADP Access
- Mid Atlantic Capital Group
- Securities America Advisors
- JP MORGAN NO-LOAD TRANSACTION FEE
- TD Ameritrade Retail NTF
- TD Ameritrade Institutional NTF
- TIAA-CREF NTF
- ADP Access Open Fund Architecture
- RBC Wealth Management-Wrap Eligible
- Waddell & Reed Choice MAP Flex
- H Beck Inc.
- ING Financial Partners Inc.
- Securities America Inc.
- DailyAccess Corporation Matrix
- DailyAccess Corporation MATC
- Cetera Financial Specialists LLC- Premier
- LPL SWM - 10.24.2024
- Schwab All (Retail, Instl, Retirement)
- Pershing Retirement Plan Network
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- LPL Brokerage Availability - November 2024
- Mid Atlantic Clearing and Settlement
Fund Summary
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.
Fund Overview
| Category | Allocation--50% to 70% Equity |
| Fund Family | Victory Capital |
| Net Assets | 1.11B |
| YTD Return | 1.11% |
| Yield | 2.16% |
| Morningstar Rating | |
| Inception Date | Sep 01, 1995 |
Performance & Risk
| YTD Return | -2.98% |
| 5y Average Return | 6.67% |
| Rank in Category (ytd) | 20 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.86 |
| Morningstar Risk Rating |
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