Cornerstone Moderate Fund Quote
| USBSX Fund | USD 14.83 0.09 0.60% |
Performance18 of 100
| Odds Of DistressLess than 17
|
Cornerstone Moderate is trading at 14.83 as of the 16th of April 2024; that is -0.6 percent decrease since the beginning of the trading day. The fund's open price was 14.92. Cornerstone Moderate has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for Cornerstone Moderate Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of April 2022 and ending today, the 16th of April 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 50 percent equity securities and 50 percent fixed-income securities. The implementation of the asset allocation may involve the extensive use of equity and fixed-income ETFs. More on Cornerstone Moderate Fund
Moving together with Cornerstone Mutual Fund
| 0.88 | UINQX | Usaa Nasdaq 100 | PairCorr |
| 0.95 | SRVEX | Victory Diversified Stock | PairCorr |
| 0.77 | UITIX | Usaa Tax Exempt | PairCorr |
Cornerstone Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Cornerstone Moderate's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Cornerstone Moderate or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Victory Capital Funds, Large Blend Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, Victory Capital (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 1st of July 2023 |
| Fiscal Year End | February |
Cornerstone Moderate Fund [USBSX] is traded in USA and was established 16th of April 2024. Cornerstone Moderate is listed under Victory Capital category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Victory Capital family. This fund at this time has accumulated 1.09 B in net assets with minimum initial investment of 500. Cornerstone Moderate is currently producing year-to-date (YTD) return of 1.28% with the current yeild of 0.02%, while the total return for the last 3 years was 0.57%.
Check Cornerstone Moderate 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 Moderate 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 Moderate Fund Mutual Fund Constituents
| BND | Vanguard Total Bond | Etf | Intermediate Core Bond |
| VCSH | Vanguard Short Term Corporate | Etf | Short-Term Bond |
| AGG | iShares Core Aggregate | Etf | Intermediate Core Bond |
| FNDE | Schwab Fundamental Emerging | Etf | Diversified Emerging Mkts |
| FNDF | Schwab Fundamental International | Etf | Foreign Large Value |
| IEFA | iShares Core MSCI | Etf | Foreign Large Blend |
| IEMG | iShares Core MSCI | Etf | Diversified Emerging Mkts |
Cornerstone Moderate Target Price Odds Analysis
Based on a normal probability distribution, the odds of Cornerstone Moderate jumping above the current price in 90 days from now is about 58.25%. The Cornerstone Moderate Fund probability density function shows the probability of Cornerstone Moderate mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Cornerstone Moderate has a beta of 0.6611. This usually implies as returns on the market go up, Cornerstone Moderate average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Cornerstone Moderate Fund will be expected to be much smaller as well. Additionally, cornerstone Moderate Fund has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Cornerstone Moderate to move above the current price in 90 days from now is about 58.25 (This Cornerstone Moderate Fund probability density function shows the probability of Cornerstone Mutual Fund to fall within a particular range of prices over 90 days) .
Cornerstone Moderate Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Cornerstone Moderate market risk premium is the additional return an investor will receive from holding Cornerstone Moderate long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Cornerstone Moderate. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Cornerstone Moderate's alpha and beta are two of the key measurements used to evaluate Cornerstone Moderate's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.3673 | |||
| Semi Deviation | 0.4775 | |||
| Standard Deviation | 0.4941 | |||
| Variance | 0.2441 |
Cornerstone Moderate Against Markets
Picking the right benchmark for Cornerstone Moderate mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Cornerstone Moderate mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Cornerstone Moderate is critical whether you are bullish or bearish towards Cornerstone Moderate Fund at a given time. Please also check how Cornerstone Moderate's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Cornerstone Moderate without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy Cornerstone Mutual Fund?
Before investing in Cornerstone Moderate, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Cornerstone Moderate. To buy Cornerstone Moderate fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Cornerstone Moderate. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Cornerstone Moderate fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Cornerstone Moderate Fund fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Cornerstone Moderate Fund fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Cornerstone Moderate Fund, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Cornerstone Moderate Fund?
The danger of trading Cornerstone Moderate Fund is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Cornerstone Moderate is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Cornerstone Moderate. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Cornerstone Moderate is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Cornerstone Moderate Fund. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in state. You can also try the Commodity Directory module to find actively traded commodities issued by global exchanges.