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% | 95.30B | 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 78. There are 37 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 95 | — | Jun 2014 | UCEQX vs LVAGX | |
| Polaris Global Value Fund | 93 | — | May 1998 | UCEQX vs PGVFX | |
| MainStay Epoch Global Equity Yield Fund | 92 | — | Dec 2005 | UCEQX vs EPSYX | |
| GMO Global Equity Allocation Fund | 91 | — | Nov 1996 | UCEQX vs GMGEX | |
| John Hancock Global Shareholder Yield Fund | 91 | — | Feb 2007 | UCEQX vs JGYIX |
Top Performing UCEQX Alternatives (YTD)
UCEQX is at 13.82% YTD. There are 63 mutual funds in the Global Equities category with higher YTD returns, going as high as 42.58%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 42.58% | — | Nov 2016 | UCEQX vs PGTIX | |
| Oberweis Global Opportunities Fund | 31.52% | — | Jan 1987 | UCEQX vs OBEGX | |
| Ariel Global Fund | 26.71% | — | Dec 2011 | UCEQX vs AGLOX | |
| T. Rowe Price Global Stock Fund | 24.54% | — | Dec 1995 | UCEQX vs PRGSX | |
| Fidelity Advisor Worldwide Fund Class Z | 24.23% | — | Oct 2018 | UCEQX vs FIQOX |
Lowest Volatility Alternatives to UCEQX
UCEQX has 13.02% 1-year volatility. There are 89 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 7.03%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 7.03% | 2.00B | Dec 2013 | UCEQX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.05% | 2.00B | Dec 2013 | UCEQX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.20% | — | Jul 2006 | UCEQX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.57% | — | Sep 1990 | UCEQX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.69% | — | Jan 2016 | UCEQX vs SGMAX |
Lowest Drawdown Alternatives to UCEQX
UCEQX has a 1-year max drawdown of -8.96%. There are 46 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -5.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| 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 | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | UCEQX vs CSUAX | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | UCEQX vs SVTAX |
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 | 69 | 20.37% | — | Oct 2000 | UCEQX vs USNQX | |
| USAA 500 Index Fund | Large Cap Blend Equities | 63 | 9.96% | — | May 1996 | UCEQX vs USSPX | |
| Victory Pioneer Cat Bond Fund Class Y | Nontraditional Bonds | 100 | 2.82% | — | Jan 2023 | UCEQX vs CBYYX | |
| USAA Aggressive Growth Fund | Large Cap Growth Equities | 15 | 4.12% | — | Oct 1981 | UCEQX vs USAUX | |
| USAA Precious Metals and Minerals Fund | Precious Metals | 19 | -5.41% | — | Aug 1984 | UCEQX vs USAGX | |
| Victory Global Energy Transition Fund | Energy Equities | 96 | 34.09% | — | Nov 1995 | UCEQX vs RSNRX | |
| USAA Growth Fund | Large Cap Growth Equities | 10 | -0.66% | — | Apr 1971 | UCEQX vs USAAX | |
| USAA Cornerstone Moderately Aggressive Fund | Diversified Portfolio | 76 | 9.20% | — | Aug 1984 | UCEQX vs USCRX | |
| USAA Growth and Tax Strategy Fund | Diversified Portfolio | 83 | 6.19% | — | Jan 1989 | UCEQX vs USBLX | |
| USAA High Income Fund | High Yield Bonds | 77 | 1.55% | — | Aug 1999 | UCEQX vs USHYX |
Often Compared With UCEQX
Investors most often compare UCEQX with URFRX, FXAIX, PORTX. These 20 comparison targets span 3 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