USAA Cornerstone Moderately Conservative Fund

Class No Load (UCMCX)

U.S. News evaluated 190 Conservative Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 7.02 percent over the past year.

Trailing Returns Updated 02.28.2014
Year to date 1.4%
1 Year 7.0%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks current income with a secondary focus on capital appreciation. The fund invests in equity securities, bonds, and money market instruments. It will have a target asset class allocation of approximately 40% equity securities and 60% 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 exchange-traded funds (ETFs).

Fees

Fees are Above Average compared to funds in the same category.
USAA Cornerstone Moderately Conservative Fund has an expense ratio of 0.90 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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Conservative Allocations

Highest Returns (10-year)

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