USAA Cornerstone Moderately Conservative Fund (UCMCX) 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 UCMCX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to UCMCX
UCMCX charges 0.90% annually. There are 370 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 | UCMCX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | UCMCX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | UCMCX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | UCMCX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | UCMCX vs VTMFX |
Best Risk-Adjusted Alternatives to UCMCX
UCMCX has a PortfoliosLab risk / return rank of 78. There are 67 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 | UCMCX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 97 | — | Dec 2002 | UCMCX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | UCMCX vs NWQIX | |
| Davis Appreciation & Income Fund | 92 | — | Apr 1992 | UCMCX vs RPFCX | |
| Pioneer Balanced ESG Fund | 91 | — | Dec 1991 | UCMCX vs AYBLX |
Top Performing UCMCX Alternatives (YTD)
UCMCX is at 6.61% YTD. There are 222 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 28.06%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 28.06% | — | Jan 1998 | UCMCX vs EKBAX | |
| ICON Equity Income Fund | 20.03% | — | May 2004 | UCMCX vs IOEZX | |
| MH Elite Small Cap Fund of Funds Fund | 17.77% | — | Aug 1998 | UCMCX vs MHELX | |
| Greenspring Fund | 17.66% | — | Jun 1983 | UCMCX vs GRSPX | |
| Bruce Fund | 16.23% | — | Mar 1968 | UCMCX vs BRUFX |
Lowest Volatility Alternatives to UCMCX
UCMCX has 7.23% 1-year volatility. There are 173 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.84%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.84% | — | Nov 2003 | UCMCX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | UCMCX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.88% | — | Apr 2012 | UCMCX vs SCLAX | |
| Ave Maria Bond Fund | 2.98% | — | Apr 2003 | UCMCX vs AVEFX | |
| American Funds College 2027 Fund | 3.10% | — | Sep 2012 | UCMCX vs CSTAX |
Lowest Drawdown Alternatives to UCMCX
UCMCX has a 1-year max drawdown of -5.16%. There are 147 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 | UCMCX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | UCMCX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | UCMCX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | UCMCX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | UCMCX 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 | 39 | 13.41% | — | Oct 2000 | UCMCX vs USNQX | |
| Victory 500 Index Fund Member Shares | Large Cap Blend Equities | 53 | 9.43% | — | May 1996 | UCMCX vs USSPX | |
| Victory Pioneer Cat Bond Fund Class Y | Nontraditional Bonds | 100 | 3.82% | — | Jan 2023 | UCMCX vs CBYYX | |
| USAA Aggressive Growth Fund | Large Cap Growth Equities | 10 | 3.31% | — | Oct 1981 | UCMCX vs USAUX | |
| Victory Global Energy Transition Fund | Energy Equities | 92 | 26.95% | — | Nov 1995 | UCMCX vs RSNRX | |
| USAA Precious Metals and Minerals Fund | Precious Metals | 17 | -17.59% | — | Aug 1984 | UCMCX vs USAGX | |
| USAA Growth Fund | Large Cap Growth Equities | 7 | -1.08% | — | Apr 1971 | UCMCX vs USAAX | |
| USAA Cornerstone Moderately Aggressive Fund | Diversified Portfolio | 71 | 7.75% | — | Aug 1984 | UCMCX vs USCRX | |
| USAA Growth and Tax Strategy Fund | Diversified Portfolio | 82 | 5.79% | — | Jan 1989 | UCMCX vs USBLX | |
| USAA High Income Fund | High Yield Bonds | 80 | 1.96% | — | Aug 1999 | UCMCX vs USHYX |
Often Compared With UCMCX
Investors most often compare UCMCX with SCHX, AOM, BWBIX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare UCMCX with Any Fund or Stock
Compare UCMCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair UCMCX with funds that move differently
USAA Cornerstone Moderately Conservative Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to UCMCX.
Explore UCMCX Diversifiers