Victory Cornerstone Moderately Aggressive Fund
USCRX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- CEO
- Frank Holmes
- Full Time Employees
- 18
- Sector
- Financial Services
- Industry
- Asset Management
- Address
- San Antonio, TX78288 San Antonio TX United States of America 78230
- IPO Date
- Aug 15, 1984
- CIK
- 0000908695
- Website
- usfunds.com
- Similar Companies
- Business
- Victory Cornerstone Moderately Aggressive Fund (USCRX) is an open-end mutual fund that seeks capital appreciation with a secondary focus on current income through a diversified portfolio targeting approximately 60% equity securities and 40% fixed-income securities; the fund invests in stocks, bonds, money market instruments, and derivatives, with active asset allocation often utilizing equity and fixed-income exchange-traded funds (ETFs), and may include non-U.S. securities, below-investment-grade bonds, real estate investment trusts (REITs), and other instruments. Key holdings as of September 30, 2025, feature VictoryShares Core Intermediate Bond ETF (UITB) at 13.89%, VictoryShares Core Plus Intermediate Bond ETF (UBND) at 6.76%, iShares Core S&P 500 ETF (IVV) at 4.84%, and VictoryShares Free Cash Flow Growth ETF (GFLW) at 3.66%, alongside individual equities such as NVIDIA Corporation (NVDA); asset allocation includes 40.02% U.S. equity, 34.39% fixed income, 23.75% non-U.S. equity, and 1.84% other. The fund operates in the global moderate allocation category, serving retail and institutional investors seeking growth and income in a single vehicle suitable as a core portfolio holding, with exposure to U.S. and international markets across developed and emerging regions. Originally launched on August 15, 1984, as part of the USAA Mutual Funds family and managed initially by USAA Investment Management Company, the fund underwent a significant rebranding in early Q2 2023 to Victory Cornerstone Moderately Aggressive Fund following Victory Capital's 2019 acquisition of USAA Asset Management Company, which included its mutual fund and ETF businesses; no changes occurred to investment objectives, strategies, teams, or ticker symbols as a result. It is managed by Victory Capital Management Inc., headquartered at 4249 Easton Way, Suite 400, Columbus, Ohio 43219, with a portfolio management team comprising Mannik Dhillon, CFA, CAIA (since 2019), Lance Humphrey, CFA (since 2016), and Lela Dunlap, CFA (since 2021). The fund maintains net assets of approximately $2.87 billion as of September 30, 2025, with a gross expense ratio of 1.15% and a net expense ratio of 1.07% following fee waivers through June 30, 2026. No major acquisitions, new product launches, or strategic shifts beyond the 2023 rebranding have been reported in the last 1-2 years.