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
- 1.12%
- Avg. 1 Year Return
- 10.42%
- Avg. 5 Year Return
- 9.33%
- Median Risk/Return Score
- 18 / 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 Investment Fund, Inc. | Global Equities | Jun 30, 1987 | 1.10% | -0.66% | 10.88% | 19.66% | 18 | ||||||||
| Cornerstone Total Return Fund, Inc. | Large Cap Blend Equities | May 15, 1973 | 1.13% | -0.35% | 10.88% | 19.71% | 18 |
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.
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5 Years
Best Cornerstone Mutual funds by Risk/Return Score
The top Cornerstone Mutual funds by PortfoliosLab Risk/Return Score are CRF (18) and CLM (18).
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 Total Return Fund, Inc. | 18 | — | May 1973 | |
| Cornerstone Strategic Investment Fund, Inc. | 18 | — | Jun 1987 |
Best-Performing Cornerstone Mutual funds Over 5 Years
The top Cornerstone Mutual funds is CLM (9.56%).
Across the lineup, Cornerstone Mutual funds show an average 1-year return of 10.42% and an average 5-year return of 9.33%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Cornerstone Strategic Investment Fund, Inc. | 9.56% | — | Jun 1987 | |
| Cornerstone Total Return Fund, Inc. | 9.10% | — | May 1973 |
Lowest-Cost Cornerstone Mutual funds
The top Cornerstone Mutual funds is CLM (1.10%).
With an average expense ratio of 1.12%, 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 Strategic Investment Fund, Inc. | 1.10% | — | Jun 1987 | |
| Cornerstone Total Return Fund, Inc. | 1.13% | — | May 1973 |
Highest-Yield Cornerstone Mutual funds
The top Cornerstone Mutual funds is CRF (19.71%).
Across the lineup, Cornerstone Mutual funds show an average dividend yield of 19.69%, 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. | 19.71% | — | May 1973 | |
| Cornerstone Strategic Investment Fund, Inc. | 19.66% | — | Jun 1987 |
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Top Mutual funds Comparisons
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