2 / 5 Stars
3 2 3 2 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#129 in Moderate Allocation
U.S. News evaluated 247 Moderate Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 9.94 percent over the past year, 5.52 percent over the past three years, 16.59 percent over the past five years, and 5.32 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.8%|
|3 Years (Annualized)||5.5%|
|5 Years (Annualized)||16.6%|
|10 Years (Annualized)||5.3%|
The investment seeks capital appreciation with a secondary focus on current income. The fund invests in equity securities, bonds, money market instruments, and other instruments. It will have 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 exchange-traded funds (ETFs). The fund may invest in investment-grade and below-investment-grade securities.
Fees are Above Average compared to funds in the same category.
USAA Cornerstone Moderately Aggressive Fund has an expense ratio of 1.22 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.