USCRX
CORNERSTONE MODERATELY AGGRESSIVE FUND CORNERSTONE MODERATELY AGGRESSIVE FUND
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Hey, I get where you're coming from with wanting to switch from USCRX to SCHD. It definitely seems like a smart move to lower that expense ratio and diversify your portfolio. One suggestion is to consider adding some international exposure too; maybe look into an ETF that focuses on foreign markets. This can help balance out your risk even more. Also, think about setting up a portfolio tracking tool to keep an eye on your allocations over time it's super helpful to see how things are playing out. Good luck with your move! Try the free risk check here: [risk.guardfolio.ai](http://risk.guardfolio.ai)ת if you want ongoing monitoring/alerts, the full platform is [Guardfolio.ai](http://Guardfolio.ai)
Why is it in USCRX? That being said even with dividends the Schd underperforms the s&p 500 or VTI so do those instead if you want to switch
The mutual fund is USCRX. I’ve literally had zero problems investing with them over the years and my “holdings” with them are probably laughable compared to others on this sub. I’m considering a year or 2 of serious investing, doing the research and still learning of course.
> USCRX 1.18% fees and rated NEGATIVE by Morningstar. I think this is a similar Vanguard fund: https://investor.vanguard.com/investment-products/mutual-funds/profile/vsmgx#overview
I apologize it’s actually victory capital and it is the cornerstone moderately aggressive fund, class fund USCRX.