USAA Cornerstone Moderately Conservative Fund (UCMCX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to UCMCX
UCMCX charges 0.90% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among UCMCX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | UCMCX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | UCMCX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | UCMCX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | UCMCX vs BWBIX | |
| Mutual of America Aggressive Allocation Fund | 0.05% | Nov 29, 2021 | UCMCX vs MAANX |
Best Risk-Adjusted Alternatives to UCMCX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | UCMCX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | UCMCX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | UCMCX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | UCMCX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | UCMCX vs PMAIX |
Top Performing UCMCX Alternatives (YTD)
UCMCX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | UCMCX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | UCMCX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | UCMCX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | UCMCX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | UCMCX vs CONWX |
Lowest Volatility Alternatives to UCMCX
UCMCX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | UCMCX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | UCMCX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | UCMCX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | UCMCX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | UCMCX vs SICIX |
Lowest Drawdown Alternatives to UCMCX
UCMCX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | UCMCX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | UCMCX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | UCMCX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | UCMCX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | UCMCX vs SICIX |
Other Mutual Funds from Victory
Most popular Victory mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| USAA Nasdaq 100 Index Fund | Large Cap Growth Equities | 49 | -9.04% | Oct 27, 2000 | UCMCX vs USNQX | |
| USAA 500 Index Fund | Large Cap Blend Equities | 45 | -7.11% | May 1, 1996 | UCMCX vs USSPX | |
| Victory Pioneer Cat Bond Fund Class Y | Nontraditional Bonds | 100 | 1.27% | Jan 27, 2023 | UCMCX vs CBYYX | |
| USAA Aggressive Growth Fund | Large Cap Growth Equities | 27 | -12.65% | Oct 19, 1981 | UCMCX vs USAUX | |
| USAA Precious Metals and Minerals Fund | Precious Metals | 90 | -0.46% | Aug 14, 1984 | UCMCX vs USAGX | |
| USAA Growth and Tax Strategy Fund | Diversified Portfolio | 58 | -3.66% | Jan 10, 1989 | UCMCX vs USBLX | |
| USAA Growth Fund | Large Cap Growth Equities | 20 | -14.00% | Apr 5, 1971 | UCMCX vs USAAX | |
| USAA Cornerstone Moderately Aggressive Fund | Diversified Portfolio | 74 | -2.18% | Aug 14, 1984 | UCMCX vs USCRX | |
| USAA High Income Fund | High Yield Bonds | 92 | -1.04% | Aug 2, 1999 | UCMCX vs USHYX | |
| Victory Global Energy Transition Fund | Energy Equities | 98 | 15.39% | Nov 14, 1995 | UCMCX vs RSNRX |
Often Compared With UCMCX
What investors most often compare with UCMCX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Schwab U.S. Large-Cap ETF | Large Cap Blend Equities | 64 | -4.45% | Nov 3, 2009 | UCMCX vs SCHX | |
| iShares Core Moderate Allocation ETF | Diversified Portfolio | 80 | -0.75% | Nov 4, 2008 | UCMCX vs AOM | |
| Fidelity Sustainable Multi-Asset Fund | Diversified Portfolio | 64 | -4.40% | Feb 9, 2022 | UCMCX vs FYMIX | |
| Allspring Diversified Capital Builder Fund | Diversified Portfolio | 90 | 4.55% | Jan 19, 1998 | UCMCX vs EKBAX | |
| Quantified Managed Income Fund | Diversified Portfolio | 26 | -0.76% | Aug 8, 2013 | UCMCX vs QBDSX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | UCMCX vs TPDAX | |
| Kinetics The Global Fund | Diversified Portfolio | 12 | 5.17% | Dec 30, 1999 | UCMCX vs WWWEX |
Compare UCMCX with Any Fund or Stock
Compare UCMCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.