USAA Cornerstone Equity Fund (UCEQX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with UCEQX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to UCEQX
UCEQX charges 0.09% annually. There are 3 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | UCEQX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | UCEQX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | UCEQX vs SSGLX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 97.00B | Feb 2019 | UCEQX vs VTWAX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 0.14% | 2.00B | Dec 2013 | UCEQX vs VMNVX |
Best Risk-Adjusted Alternatives to UCEQX
UCEQX has a PortfoliosLab risk / return rank of 82. There are 31 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Managed Volatility Fund | 97 | — | Jun 2014 | UCEQX vs LVAFX | |
| LSV Global Value Fund | 97 | — | Jun 2014 | UCEQX vs LVAGX | |
| Wasatch Global Value Fund Investor Class Shares | 97 | — | Sep 1996 | UCEQX vs FMIEX | |
| Polaris Global Value Fund | 97 | — | May 1998 | UCEQX vs PGVFX | |
| MainStay Epoch Global Equity Yield Fund | 96 | — | Dec 2005 | UCEQX vs EPSYX |
Top Performing UCEQX Alternatives (YTD)
UCEQX is at 14.40% YTD. There are 42 mutual funds in the Global Equities category with higher YTD returns, going as high as 25.53%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Global Fund | 25.53% | — | Jan 2017 | UCEQX vs YFSIX | |
| AMG Yacktman Global Fund Class N | 25.34% | — | — | UCEQX vs YFSNX | |
| T. Rowe Price Global Technology Fund I Class | 25.18% | — | Nov 2016 | UCEQX vs PGTIX | |
| LSV Global Value Fund | 24.72% | — | Jun 2014 | UCEQX vs LVAGX | |
| Polaris Global Value Fund | 22.80% | — | May 1998 | UCEQX vs PGVFX |
Lowest Volatility Alternatives to UCEQX
UCEQX has 13.31% 1-year volatility. There are 84 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.90%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund | 6.90% | — | Dec 2015 | UCEQX vs MBXAX | |
| Catalyst/Millburn Hedge Strategy Fund Class I | 6.93% | — | Dec 1996 | UCEQX vs MBXIX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 6.97% | 2.00B | Dec 2013 | UCEQX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 6.99% | 2.00B | Dec 2013 | UCEQX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.41% | — | Jul 2006 | UCEQX vs SVTAX |
Lowest Drawdown Alternatives to UCEQX
UCEQX has a 1-year max drawdown of -8.96%. There are 48 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -3.85%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund Class I | -3.85% | — | Dec 1996 | UCEQX vs MBXIX | |
| Catalyst/Millburn Hedge Strategy Fund | -3.89% | — | Dec 2015 | UCEQX vs MBXAX | |
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | UCEQX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | UCEQX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | UCEQX vs SGMAX |
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 | 35 | 12.08% | — | Oct 2000 | UCEQX vs USNQX | |
| Victory 500 Index Fund Member Shares | Large Cap Blend Equities | 55 | 10.08% | — | May 1996 | UCEQX vs USSPX | |
| Victory Pioneer Cat Bond Fund Class Y | Nontraditional Bonds | 100 | 4.28% | — | Jan 2023 | UCEQX vs CBYYX | |
| USAA Aggressive Growth Fund | Large Cap Growth Equities | 9 | 2.72% | — | Oct 1981 | UCEQX vs USAUX | |
| Victory Global Energy Transition Fund | Energy Equities | 96 | 28.25% | — | Nov 1995 | UCEQX vs RSNRX | |
| USAA Precious Metals and Minerals Fund | Precious Metals | 25 | -13.41% | — | Aug 1984 | UCEQX vs USAGX | |
| USAA Growth and Tax Strategy Fund | Diversified Portfolio | 76 | 5.55% | — | Jan 1989 | UCEQX vs USBLX | |
| USAA Growth Fund | Large Cap Growth Equities | 8 | -1.01% | — | Apr 1971 | UCEQX vs USAAX | |
| USAA Cornerstone Moderately Aggressive Fund | Diversified Portfolio | 77 | 8.62% | — | Aug 1984 | UCEQX vs USCRX | |
| USAA High Income Fund | High Yield Bonds | 72 | 1.51% | — | Aug 1999 | UCEQX vs USHYX |
Often Compared With UCEQX
Investors most often compare UCEQX with URFRX, FXAIX, PORTX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare UCEQX with Any Fund or Stock
Compare UCEQX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair UCEQX with funds that move differently
USAA Cornerstone Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to UCEQX.
Explore UCEQX Diversifiers