Cornerstone Strategic Value Fund (CLM) 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 CLM. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CLM
CLM charges 2.50% annually. There are 528 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 | CLM vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | CLM vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | CLM vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | CLM vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | CLM vs VTMFX |
Best Risk-Adjusted Alternatives to CLM
CLM has a PortfoliosLab risk / return rank of 12. There are 525 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 | CLM vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 97 | — | Dec 2002 | CLM vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | CLM vs NWQIX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | CLM vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 94 | — | Dec 1991 | CLM vs AOBLX |
Top Performing CLM Alternatives (YTD)
CLM is at -0.42% YTD. There are 537 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 33.16%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 33.16% | — | Jan 1998 | CLM vs EKBAX | |
| Greenspring Fund | 20.03% | — | Jun 1983 | CLM vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 19.67% | — | Aug 1998 | CLM vs MHELX | |
| ICON Equity Income Fund | 17.57% | — | May 2004 | CLM vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 16.15% | — | Dec 2002 | CLM vs TIBIX |
Lowest Volatility Alternatives to CLM
CLM has 16.07% 1-year volatility. There are 528 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | CLM vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.83% | — | Nov 2003 | CLM vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.86% | — | Apr 2012 | CLM vs SCLAX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | CLM vs AVEFX | |
| American Funds College 2027 Fund | 3.09% | — | Sep 2012 | CLM vs CSTAX |
Lowest Drawdown Alternatives to CLM
CLM has a 1-year max drawdown of -14.61%. There are 534 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 | CLM vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | CLM vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | CLM vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | CLM vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | CLM vs CSTAX |
Other Mutual Funds from Cornerstone
The 1 most viewed Cornerstone mutual funds shown here include CRF and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Cornerstone Total Return Fund, Inc. | Large Cap Growth Equities | 11 | -0.60% | — | Jan 1990 | CLM vs CRF |
Often Compared With CLM
Investors most often compare CLM with VYM, QQQI, SPY. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare CLM with Any Fund or Stock
Compare CLM with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CLM with funds that move differently
Cornerstone Strategic Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CLM.
Explore CLM Diversifiers