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USAA Cornerstone Moderately Agrsv (USCRX) Fund Ranking and Research

Ranking, Research and Recommendation of USAA Cornerstone Moderately Agrsv (USCRX) Fund

    Last Trade: $25.77 on 4/25/2017, Change: +0.07 (0.27%)

 

Graph of USAA Cornerstone Moderately Agrsv Fund (USCRX) ManagerFund Manager - Dan J. Denbow

Fund Manager Information

Fund Manager Tenure: 8.5 years
Fund Family: USAA
Fund Category: Allocation--50% to 70% Equity
Fund Performance: May 30, 2016
Fundmojo Fund Grade: E (Score: 0.39)     (What does this score mean?)
Honorable Mentioning: Lipper Awards (2011),
Dan Denbow, CFA, Assistant Vice President and portfolio manager, has co-managed the Precious Metals and Minerals Securities and the Global Real Estate Securities investment categories since October 2008. Mr. Denbow has 19 years of investment management experience and has worked for the advisor for 13 years. Education: B.B.A. and M.B.A., Texas Christian University. He holds the CFA designation and is a member of the CFA Institute and the CFA Society of San Antonio.  Get more insights on Dan J. Denbow

 

Graph of USAA Cornerstone Moderately Agrsv Fund (USCRX) ProfileUSAA Cornerstone Moderately Agrsv Fund (USCRX) Profile

Fund Profile and Description

USAA Cornerstone Moderately Agrsv Fund seeks achieve a positive, inflation-adjusted rate of return over the long term. USAA Cornerstone Moderately Agrsv Fund provides a diversified investment program by allocating assets within the following ranges: 15% to 70% of assets in US stocks, 5% to 70% in international stocks, 5% to 80% in bonds and money market instruments, up to 20% in global real estate equity securities and up to 20% in precious metals, minerals securities and other alternative investment strategies.

 

USAA Cornerstone Moderately Agrsv (USCRX) Fund Strength What we like about USAA Cornerstone Moderately Agrsv (USCRX) Fund

Data for USAA Cornerstone Moderately Agrsv Fund (USCRX) as of May 30, 2016

  • USAA Cornerstone Moderately Agrsv Fund (USCRX) management has been with USAA Cornerstone Moderately Agrsv Fund for 8.5 years
  • USAA Cornerstone Moderately Agrsv Fund (USCRX) ratio of up-years vs down years is greater than 2
  • Asset base in USAA Cornerstone Moderately Agrsv Fund (USCRX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • USAA Cornerstone Moderately Agrsv Fund (USCRX) is less volatile than its peers as it has a 3-year Standard Deviation of 7.45, lower than category average of 7.71
  • USAA Cornerstone Moderately Agrsv Fund (USCRX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

USAA Cornerstone Moderately Agrsv Fund (USCRX) Weakness What we are cautious about USAA Cornerstone Moderately Agrsv (USCRX) Fund

Data for USAA Cornerstone Moderately Agrsv Fund (USCRX) as of May 30, 2016

  • USAA Cornerstone Moderately Agrsv Fund (USCRX) has a less-than-ideal short-term performance (1-year return -5.69% vs -1.86% Allocation--50% to 70% Equity category median performance)
  • USAA Cornerstone Moderately Agrsv Fund (USCRX) has a less-than-ideal mid-term performance (3-year return 2.45% vs 5.29% Allocation--50% to 70% Equity category median performance)
  • USAA Cornerstone Moderately Agrsv Fund (USCRX) has a less-than-ideal Long-term performance (5-year return 2.71% vs 5.94% Allocation--50% to 70% Equity category median performance)
  • USAA Cornerstone Moderately Agrsv Fund (USCRX) has a Morningstar rating of 3 and below
  • USAA Cornerstone Moderately Agrsv Fund (USCRX) is less safe compared to its Allocation--50% to 70% Equity peers
  • USAA Cornerstone Moderately Agrsv Fund (USCRX) has an annual stock turnover rate of 62.00% that is higher than the Allocation--50% to 70% Equity average of 53.61%. This could mean USAA Cornerstone Moderately Agrsv is more nimble, but also signal potential high tax impact and high trading fees
  • USAA Cornerstone Moderately Agrsv Fund (USCRX) does not have a good risk adjusted return as its 3-year Alpha of -2.31 is worse than category average of 0.36, and its 3-year Sharpe ratio is 0.35
  • USAA Cornerstone Moderately Agrsv Fund (USCRX) has a higher expense ratio of 1.16% than its Allocation--50% to 70% Equity average of 0.85%
See USAA Cornerstone Moderately Agrsv Fund (USCRX) performance details as of May 30, 2016

 

What do you think?

 

Compare USAA Cornerstone Moderately Agrsv Fund (USCRX)Compare with other top Allocation--50% to 70% Equity category mutual funds

Aadditional top Allocation--50% to 70% Equity mutual funds for your consideration

FundYear to Date1 Year3 year5 year
USAA Cornerstone Moderately Agrsv1.56-5.692.452.71
American Funds American Balanced R6 (RLBGX)3.613.328.289.60Compare
Thrivent Balanced Income Plus I (IBBFX)3.29-0.556.376.46Compare
Pioneer Classic Balanced Y (AYBLX)1.60-2.026.897.06Compare

See top fund managers for Allocation--50% to 70% Equity Category Funds

 

Compare USAA Cornerstone Moderately Agrsv Fund (USCRX)Compare with Allocation--50% to 70% Equity category ETFs

Some Allocation--50% to 70% Equity ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares Core Growth Allocation (AOR)2.87%-1.59%5.38%

 

Graph of USAA Cornerstone Moderately Agrsv Fund (USCRX) Net Asset TrackingUSAA Cornerstone Moderately Agrsv (USCRX) Fund Net Asset

Track net asset change of USAA Cornerstone Moderately Agrsv fund (USCRX)

DateNet Asset
05/2016$2.28B
03/2016$2.27B
02/2016$2.18B
More historic net asset information on USAA Cornerstone Moderately Agrsv Fund (USCRX)

  

Graph of USAA Cornerstone Moderately Agrsv Fund (USCRX) Portfolio TrackingUSAA Cornerstone Moderately Agrsv (USCRX) Fund Portfolio Allocation

Track portfolio allocation change of USAA Cornerstone Moderately Agrsv fund (USCRX)

DateCashStockBondOther
02/20165.66%53.58%36.29%1.19%
11/20153.75%58.5%31.94%2.28%
08/20152.63%58.22%33.72%1.85%
Click here to see more historic asset allocation information on USAA Cornerstone Moderately Agrsv Fund (USCRX)

 

graph of USAA Cornerstone Moderately Agrsv Fund (USCRX) Top 10 Position TrackingTop 10 Holdings in USAA Cornerstone Moderately Agrsv (USCRX) Fund

Discover what USAA Cornerstone Moderately Agrsv Fund (USCRX) manager is buying

Feb 28, 2016
iShares Core MSCI EAFE [6.62%]
Vanguard FTSE Developed Markets ETF [4.33%]
US Treasury Bond 3.125% [4.15%]
US Treasury Bond 3% [2.93%]
Vanguard FTSE Europe ETF [2.34%]
iShares Core MSCI Emerging Markets [2.24%]
Vanguard Total Bond Market ETF [1.95%]
Us 10yr Note (Cbt)jun16 Xcbt 20160621 [1.55%]
U S Treas Bd Stripped Prin Pmt 0.01% [1.48%]
iShares MSCI EAFE Minimum Volatility [1.27%]

Nov 29, 2015
US Treasury Bond 3.125% [3.61%]
US Treasury Bond 3% [2.55%]
iShares Core MSCI EAFE [2.46%]
iShares Core MSCI Emerging Markets [2.35%]
iShares Core S&P 500 [1.91%]
Vanguard 500 ETF [1.58%]
Vanguard Small-Cap Value ETF [1.58%]
iShares 7-10 Year Treasury Bond [1.52%]
Vanguard FTSE Europe ETF [1.29%]
Vanguard Mid-Cap ETF [1.18%]

Aug 30, 2015
iShares Core S&P 500 [4.23%]
US Treasury Bond 3.125% [3.63%]
US Treasury Bond 3% [2.57%]
iShares Core MSCI EAFE [2.42%]
iShares Core MSCI Emerging Markets [2.3%]
iShares Core S&P Mid-Cap [1.51%]
iShares 7-10 Year Treasury Bond [1.42%]
Vanguard FTSE Europe ETF [1.29%]
General Electric Company Common [1.27%]
iShares 20+ Year Treasury Bond [1.21%]
Click here for Stock Holding Change Map in USAA Cornerstone Moderately Agrsv Fund (USCRX)

  

Latest News on USAA Cornerstone Moderately Agrsv (USCRX) Fund

See what is happening with USAA Cornerstone Moderately Agrsv Fund (USCRX)

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USAA Cornerstone Moderately Agrsv Fund (USCRX) Related ResourcesSee more information on USAA Cornerstone Moderately Agrsv (USCRX) Fund

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