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Mutual Fund Insights: USAA Cornerstone Strategy Fund (USCRX)

In-depth Analysis of USAA Cornerstone Strategy Fund (USCRX)

Mutual fund chart: USAA Cornerstone Strategy Fund (USCRX)

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See USAA Cornerstone Strategy Fund (USCRX) performance details as of January 31, 2010

  

    Last Trade: $21.17 on 3/19/2010, Change: -0.06 (-0.28%)
Experiment our closing price forecasting tool for USAA Cornerstone Strategy Fund (USCRX) (alpha release)

  

Fund Manager - Mark W. Johnson

Fund Manager Tenure: 16.2 years
Fundmojo Fund Grade: C (Score: 0.5)     (What does this score mean?)
Johnson is executive director of equity investments with USAA Investment Management Company. He joined the company as a senior securities analyst in 1988. Previously, he spent 14 years with the trust investment departments of Old Kent Bank & Trust Company, where he was vice president, and with the National Bank of Detroit. Johnson holds the Chartered Financial Analyst designation.  Get more insights on Mark W. Johnson

  

What we like about USAA Cornerstone Strategy Fund (USCRX) What we like about USAA Cornerstone Strategy Fund (USCRX)

Data for USAA Cornerstone Strategy Fund (USCRX) as of January 31, 2010

  • USAA Cornerstone Strategy Fund (USCRX) management has been with USAA Cornerstone Strategy Fund for 16.2 years
  • USAA Cornerstone Strategy Fund (USCRX) has good short-term performance (1-year return 42.24% vs 27.80% Moderate Allocation category average)
  • USAA Cornerstone Strategy Fund (USCRX) has good Long-term performance (5-year return 2.44% vs 1.92% Moderate Allocation category average)
  • USAA Cornerstone Strategy Fund (USCRX) ratio of up-years vs down years is greater than 2
  • USAA Cornerstone Strategy Fund (USCRX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about USAA Cornerstone Strategy Fund (USCRX) What we are cautious about USAA Cornerstone Strategy Fund (USCRX)

Data for USAA Cornerstone Strategy Fund (USCRX) as of January 31, 2010

  • USAA Cornerstone Strategy Fund (USCRX) has a less-than-ideal mid-term performance (3-year return -3.02% vs -2.95% Moderate Allocation category average)
  • USAA Cornerstone Strategy Fund (USCRX) has a Morningstar rating of 3 and below
  • USAA Cornerstone Strategy Fund (USCRX) is less safe compared to its Moderate Allocation peers
  • USAA Cornerstone Strategy Fund (USCRX) is more volatile than its peers as it has a 3-year Standard Deviation of 18.36 that is higher than category average of 14.84
  • USAA Cornerstone Strategy Fund (USCRX) has a higher management fee of 1.46% than its Moderate Allocation average of 1.02%
See USAA Cornerstone Strategy Fund (USCRX) performance details as of January 31, 2010

  

  

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USAA Cornerstone Strategy Fund (USCRX) Net Asset

Track net asset change of USAA Cornerstone Strategy fund (USCRX)

DateNet Asset
01/2010$1.92B
11/2009$1.92B
10/2009$1.89B
More historic net asset information on USAA Cornerstone Strategy Fund (USCRX)

  

USAA Cornerstone Strategy Fund (USCRX) Portfolio Allocation

Track portfolio allocation change of USAA Cornerstone Strategy fund (USCRX)

DateCashStockBondOther
11/20091.9%63.03%31.02%4.05%
08/20091.59%61%33.16%4.25%
05/20092.79%62.43%30.28%4.5%
Click here to see more historic asset allocation information on USAA Cornerstone Strategy Fund (USCRX)

  

Most Recent Top 10 Holdings in USAA Cornerstone Strategy Fund (USCRX)

Discover what USAA Cornerstone Strategy Fund (USCRX) manager is buying

30-Nov-09
SPDRs [6.92%]
iShares MSCI Emerging Markets Index [5.39%]
Deutsche I Gap Ivestment Trustclass B Shares [2.44%]
iShares MSCI EAFE Index [1%]
PIMCO Commodity Real Ret Strat Instl [0.78%]
SPDR Dow Jones Intl Real Estate [0.7%]
ING International Real Estate I [0.69%]
Microsoft Corporation [0.69%]
EXXON MOBIL CP [0.63%]
TEXAS INSTRUMENTS [0.56%]

31-Aug-09
iShares MSCI Emerging Markets Index [2.7%]
Deutsche I Gap Ivestment Trustclass B Shares [2.5%]
PIMCO Commodity Real Ret Strat Instl [0.74%]
SPDR Dow Jones Intl Real Estate [0.74%]
ING International Real Estate I [0.73%]
BRISTOL-MYERS SQUIBB [0.63%]
EXXON MOBIL CP [0.57%]
TEXAS INSTRUMENTS [0.57%]
PFIZER INC [0.55%]
Microsoft Corporation [0.52%]

31-May-09
iShares MSCI Emerging Markets Index [3.75%]
Deutsche I Gap Ivestment Trustclass B Shares [2.91%]
PIMCO Commodity Real Ret Strat Instl [0.79%]
ING International Real Estate I [0.69%]
SPDR Dow Jones Intl Real Estate [0.69%]
EXXON MOBIL CP [0.57%]
Microsoft Corporation [0.56%]
INTL BUSINESS MACH [0.49%]
Apple Inc. [0.45%]
Glen Meadow Pt Tr 2007-Abc 6.505% [0.44%]
Click here for Stock Holding Change Map in USAA Cornerstone Strategy Fund (USCRX)

  

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