USAA Cornerstone Moderate (USBSX)
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USAA Cornerstone Moderate
San Antonio, TX78288
9800 Fredericksburg Road
Usaa Mutual Funds Trust
Management information
,Lead manager since 14 October 2021
Lela Dunlap, CFA, Associate Portfolio Manager, VictoryShares and Solutions, has co-managed the Fund since August 2021. Mrs. Dunlap has 14 years of investment management experience, five years of which were with AMCO, which was acquired by the Adviser’s parent company in 2019. She holds the CFA designation and is a member of the CFA Society of San Antonio.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryAllocation--50% to 70% Equity
Fund familyVictory Capital
Net assets1.14B
YTD return4.15%
Yield2.16%
Morningstar rating★★
Inception date31 Aug 1995
Fund operations
Last dividend0.17
Last cap gain0.00
Holdings turnoverN/A
Average for categoryN/A
Fees and expenses
ExpenseUSBSXCategory average
Annual report expense ratio (net)1.23%0.84%
Prospectus net expense ratio1.23%N/A
Prospectus gross expense ratio1.23%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.07%
Max deferred sales loadN/A1.48%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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