USAA Cornerstone Aggressive Fund (UCAGX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with UCAGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to UCAGX
UCAGX charges 1.24% annually. There are 476 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | UCAGX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | UCAGX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | UCAGX vs TSAIX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | UCAGX vs VBAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | UCAGX vs BWBIX |
Best Risk-Adjusted Alternatives to UCAGX
UCAGX has a PortfoliosLab risk / return rank of 81. There are 86 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | UCAGX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | UCAGX vs TIBIX | |
| Davis Appreciation & Income Fund | 97 | — | Apr 1992 | UCAGX vs RPFCX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | UCAGX vs NWQIX | |
| Pioneer Balanced ESG Fund | 95 | — | Dec 1991 | UCAGX vs AYBLX |
Top Performing UCAGX Alternatives (YTD)
UCAGX is at 11.76% YTD. There are 52 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 31.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 31.44% | — | Jan 1998 | UCAGX vs EKBAX | |
| ICON Equity Income Fund | 20.32% | — | May 2004 | UCAGX vs IOEZX | |
| Greenspring Fund | 18.97% | — | Jun 1983 | UCAGX vs GRSPX | |
| Thornburg Investment Income Builder Fund Class I | 18.62% | — | Dec 2002 | UCAGX vs TIBIX | |
| Disciplined Growth Investors Fund | 17.68% | — | Aug 2011 | UCAGX vs DGIFX |
Lowest Volatility Alternatives to UCAGX
UCAGX has 11.72% 1-year volatility. There are 459 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | UCAGX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | UCAGX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.92% | — | Apr 2012 | UCAGX vs SCLAX | |
| Ave Maria Bond Fund | 3.05% | — | Apr 2003 | UCAGX vs AVEFX | |
| American Funds College 2027 Fund | 3.08% | — | Sep 2012 | UCAGX vs CSTAX |
Lowest Drawdown Alternatives to UCAGX
UCAGX has a 1-year max drawdown of -8.02%. There are 431 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | UCAGX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | UCAGX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | UCAGX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | UCAGX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | UCAGX vs CSTAX |
Other Mutual Funds from Victory
The 10 most viewed Victory mutual funds shown here include USNQX, USSPX, CBYYX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| USAA Nasdaq 100 Index Fund | Nasdaq-100, Large Cap Growth Equities | 45 | 14.07% | — | Oct 2000 | UCAGX vs USNQX | |
| Victory 500 Index Fund Member Shares | Large Cap Blend Equities | 72 | 11.76% | — | May 1996 | UCAGX vs USSPX | |
| Victory Pioneer Cat Bond Fund Class Y | Nontraditional Bonds | 100 | 4.37% | — | Jan 2023 | UCAGX vs CBYYX | |
| USAA Aggressive Growth Fund | Large Cap Growth Equities | 15 | 4.95% | — | Oct 1981 | UCAGX vs USAUX | |
| Victory Global Energy Transition Fund | Energy Equities | 96 | 29.11% | — | Nov 1995 | UCAGX vs RSNRX | |
| USAA Precious Metals and Minerals Fund | Precious Metals | 25 | -11.39% | — | Aug 1984 | UCAGX vs USAGX | |
| USAA Growth and Tax Strategy Fund | Diversified Portfolio | 82 | 6.33% | — | Jan 1989 | UCAGX vs USBLX | |
| USAA Growth Fund | Large Cap Growth Equities | 13 | 1.40% | — | Apr 1971 | UCAGX vs USAAX | |
| USAA Cornerstone Moderately Aggressive Fund | Diversified Portfolio | 80 | 9.35% | — | Aug 1984 | UCAGX vs USCRX | |
| USAA High Income Fund | High Yield Bonds | 75 | 1.81% | — | Aug 1999 | UCAGX vs USHYX |
Often Compared With UCAGX
Investors most often compare UCAGX with URFRX, SWPPX, VUG. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare UCAGX with Any Fund or Stock
Compare UCAGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair UCAGX with funds that move differently
USAA Cornerstone Aggressive Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to UCAGX.
Explore UCAGX Diversifiers