Cornerstone Mutual Funds List
Here you can find all mutual funds issued by Cornerstone and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 2
- Avg. Expense Ratio
- 2.17%
- Avg. 1 Year Return
- 14.53%
- Avg. 5 Year Return
- 10.06%
- Median Risk/Return Score
- 12 / 100
Cornerstone Mutual Funds List
2 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cornerstone Strategic Value Fund | Diversified Portfolio | Jun 30, 1987 | 2.50% | -1.77% | 11.91% | 19.27% | 13 | ||||||||
| Cornerstone Total Return Fund, Inc. | Large Cap Growth Equities | Jan 2, 1990 | 1.84% | -3.18% | 11.22% | 19.60% | 10 |
Explore top Cornerstone Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
Loading charts...
5 Years
Best Cornerstone Mutual funds by Risk/Return Score
The top Cornerstone Mutual funds by PortfoliosLab Risk/Return Score are CLM (13) and CRF (10).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Cornerstone Strategic Value Fund | 13 | — | Jun 1987 | |
| Cornerstone Total Return Fund, Inc. | 10 | — | Jan 1990 |
Best-Performing Cornerstone Mutual funds Over 5 Years
The top Cornerstone Mutual funds is CLM (10.48%).
Across the lineup, Cornerstone Mutual funds show an average 1-year return of 14.53% and an average 5-year return of 10.06%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Cornerstone Strategic Value Fund | 10.48% | — | Jun 1987 | |
| Cornerstone Total Return Fund, Inc. | 9.64% | — | Jan 1990 |
Lowest-Cost Cornerstone Mutual funds
The top Cornerstone Mutual funds is CRF (1.84%).
With an average expense ratio of 2.17%, Cornerstone Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Cornerstone Total Return Fund, Inc. | 1.84% | — | Jan 1990 | |
| Cornerstone Strategic Value Fund | 2.50% | — | Jun 1987 |
Highest-Yield Cornerstone Mutual funds
The top Cornerstone Mutual funds is CRF (19.60%).
Across the lineup, Cornerstone Mutual funds show an average dividend yield of 19.43%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Cornerstone Total Return Fund, Inc. | 19.60% | — | Jan 1990 | |
| Cornerstone Strategic Value Fund | 19.27% | — | Jun 1987 |
Top Mutual funds Issuers
Fidelity · 977 Mutual fundsBlackRock · 360 Mutual fundsVanguard · 292 Mutual fundsT. Rowe Price · 223 Mutual fundsFranklin Templeton · 174 Mutual fundsAmerican Funds · 153 Mutual fundsJPMorgan · 124 Mutual fundsPIMCO · 123 Mutual fundsInvesco · 122 Mutual fundsMFS · 112 Mutual fundsNuveen · 108 Mutual fundsJohn Hancock · 101 Mutual fundsDimensional · 100 Mutual fundsColumbia · 99 Mutual fundsEaton Vance · 98 Mutual fundsVoya · 98 Mutual fundsAmerican Century · 89 Mutual fundsPGIM · 82 Mutual fundsVictory · 79 Mutual fundsGoldman Sachs · 78 Mutual fundsFederated · 68 Mutual fundsHartford · 68 Mutual fundsTIAA Investments · 66 Mutual fundsPrincipal · 65 Mutual fundsCharles Schwab · 63 Mutual fundsJanus Henderson · 62 Mutual fundsVirtus · 59 Mutual fundsProFunds · 58 Mutual fundsSEI · 56 Mutual fundsPutnam · 55 Mutual funds
Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.