Cornerstone Aggressive Fund Quote
| UCAGX Fund | USD 15.59 0.06 0.39% |
Performance2 of 100
| Odds Of DistressLess than 22
|
Cornerstone Aggressive is trading at 15.59 as of the 24th of November 2024; that is 0.39 percent increase since the beginning of the trading day. The fund's open price was 15.53. Cornerstone Aggressive has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Cornerstone Aggressive Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 25th of October 2024 and ending today, the 24th of November 2024. Click here to learn more.
The fund invests in equity securities, bonds, money market instruments, and other instruments including derivatives. It has a target asset class allocation of approximately 80 percent equity securities and 20 percent fixed-income securities. The actual asset class allocation can deviate from time to time from these targets as market conditions warrant. More on Cornerstone Aggressive Fund
Moving together with Cornerstone Mutual Fund
Cornerstone Mutual Fund Highlights
| Fund Concentration | Victory Capital Funds, Large Blend Funds, Allocation--70% to 85% Equity Funds, Allocation--70% to 85% Equity, Victory Capital (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of July 2023 |
| Fiscal Year End | February |
Cornerstone Aggressive Fund [UCAGX] is traded in USA and was established 24th of November 2024. Cornerstone Aggressive is listed under Victory Capital category by Fama And French industry classification. The fund is listed under Allocation--70% to 85% Equity category and is part of Victory Capital family. This fund at this time has accumulated 359.88 M in net assets with minimum initial investment of 500. Cornerstone Aggressive is currently producing year-to-date (YTD) return of 11.76% with the current yeild of 0.02%, while the total return for the last 3 years was 3.57%.
Check Cornerstone Aggressive Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Cornerstone Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Cornerstone Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Cornerstone Aggressive Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Cornerstone Aggressive Fund Mutual Fund Constituents
| BSV | Vanguard Short Term Bond | Etf | Short-Term Bond | |
| HYG | iShares iBoxx High | Etf | High Yield Bond | |
| IVV | iShares Core SP | Etf | Large Blend | |
| VWO | Vanguard FTSE Emerging | Etf | Diversified Emerging Mkts | |
| VTI | Vanguard Total Stock | Etf | Large Blend | |
| VOO | Vanguard SP 500 | Etf | Large Blend | |
| VNQ | Vanguard Real Estate | Etf | Real Estate | |
| VGK | Vanguard FTSE Europe | Etf | Europe Stock |
Cornerstone Aggressive Risk Profiles
| Mean Deviation | 0.4668 | |||
| Semi Deviation | 0.517 | |||
| Standard Deviation | 0.6005 | |||
| Variance | 0.3606 |
Cornerstone Aggressive Against Markets
Other Information on Investing in Cornerstone Mutual Fund
Cornerstone Aggressive financial ratios help investors to determine whether Cornerstone Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Cornerstone with respect to the benefits of owning Cornerstone Aggressive security.
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