Victory Cornerstone Moderately Aggressive Fund (USCRX) Research
The fund actively invests in a diverse range of assets, including stocks, various forms of debt instruments, cash equivalents, and can also employ more complex financial tools such as derivatives. Its primary strategic objective is to maintain an allocation of approximately 60% in equity holdings and 40% in fixed-income securities. However, this target allocation is flexible; the portfolio manager may tactically adjust these percentages as market conditions evolve. The implementation of this asset strategy frequently involves substantial use of both equity and fixed-income Exchange Traded Funds (ETFs). Additionally, the fund's fixed-income component has the flexibility to include bonds across the credit spectrum, from high-quality investment-grade issues to those considered below-investment-grade.
Market snapshot
- Symbol
- USCRX
- Price
- $30.00
- Day change
- +0.81%
- Market cap
- $3.1B
- 52-week range
- 26.9-30.45
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Adams Diversified Equity Fund, Inc. (ADX)
- American Funds International Vantage Fund (AIVFX)
- Baron Focused Growth Fund (BFGUX)
- Columbia Select Large Cap Value Fund (CSVZX)
- Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG)
- MFS Aggressive Growth Allocation Fund (MAAGX)
- iShares Russell 2000 Small-Cap Index Fund (MASKX)
- iShares Russell 2000 Small-Cap Index Fund (MDSKX)
Open Victory Cornerstone Moderately Aggressive Fund (USCRX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.