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Victory Cornerstone Moderate Fund: (MF: USBSX)
(NASDAQ Mutual Funds) As of Jul 1, 2025 08:00 PM ET
$15.86 USD
0.00 (NA)
Zacks MF Rank
5-Strong Sell of 5 5
Fund Description
The fund was incepted in September 1995 and is managed by USAA Investment Management Company. The fund seeks high total return, with reduced risk over time, through an asset allocation strategy that seeks a combination of long-term growth of capital and current income. The fund invests its assets in a combination of stocks on the one hand and bonds and money market instruments on the other. The fund pays its dividends quarterly. Capital gains are paid in December of each year.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Victory Cornerstone Modrt | USBSX | NA | NA | 0.00 | 0.00 | 0.59 | 0.83 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| USAA Balanced Strategy | USBSX | 15.86 | 9/1/1995 | 2.09 | 6.83 | 5.50 | 6.01 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Victory Cornerstone Modrt | USBSX | 500 | 50 | 0 | Q |
Contact Information
| Family | Victory |
| Address | 4249 Easton Way, Suite 400 Columbus, OH 43219 |
| Phone | 800 991-8191 |