Cornerstone Strategic Value Fund (CLM) Alternatives

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 funds that fit a different role in your portfolio.

Cheapest Alternatives to CLM

CLM charges 2.50% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among CLM alternatives.

Symbol	Name	Expense Ratio	Inception
FRGAX	Fidelity 70% Allocation Fund	0.02%	Jan 1, 2022	CLM vs FRGAX
PALDX	PGIM 60/40 Allocation Fund	0.03%	Sep 12, 2017	CLM vs PALDX
TSAIX	TIAA-CREF Lifestyle Aggressive Growth Fund	0.04%	Dec 8, 2011	CLM vs TSAIX
BWBIX	Baron WealthBuilder Fund	0.05%	Dec 28, 2017	CLM vs BWBIX
MAANX	Mutual of America Aggressive Allocation Fund	0.05%	Nov 29, 2021	CLM vs MAANX

Best Risk-Adjusted Alternatives to CLM

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
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	99	Nov 16, 2003	CLM vs STDAX
TIBIX	Thornburg Investment Income Builder Fund Class I	98	Dec 24, 2002	CLM vs TIBIX
BERIX	Chartwell Income Fund	96	Sep 2, 1987	CLM vs BERIX
NWQIX	Nuveen Flexible Income Fund	95	Dec 8, 2009	CLM vs NWQIX
PMAIX	Pioneer Multi-Asset Income Fund A	93	Dec 22, 2011	CLM vs PMAIX

Top Performing CLM Alternatives (YTD)

CLM alternatives from the Diversified Portfolio category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
SIFAX	SEI Institutional Managed Trust Multi-Asset Inflat...	9.34%	Apr 8, 2012	CLM vs SIFAX
PUDZX	PGIM Real Assets Fund	9.23%	Dec 29, 2010	CLM vs PUDZX
IOEZX	ICON Equity Income Fund	8.64%	May 9, 2004	CLM vs IOEZX
AAAAX	DWS RREEF Real Assets Fund - Class A	8.59%	Jul 30, 2007	CLM vs AAAAX
CONWX	Concorde Wealth Management Fund	8.18%	Dec 3, 1987	CLM vs CONWX

Lowest Volatility Alternatives to CLM

CLM alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	0.93%	Nov 16, 2003	CLM vs STDAX
SCLAX	SEI Institutional Managed Trust Multi-Asset Capita...	2.64%	Apr 8, 2012	CLM vs SCLAX
AVEFX	Ave Maria Bond Fund	3.44%	Apr 30, 2003	CLM vs AVEFX
CSTAX	American Funds College 2027 Fund	3.47%	Sep 13, 2012	CLM vs CSTAX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	3.66%	Nov 16, 2003	CLM vs SICIX

Lowest Drawdown Alternatives to CLM

CLM alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	-0.59%	Nov 16, 2003	CLM vs STDAX
SCLAX	SEI Institutional Managed Trust Multi-Asset Capita...	-2.32%	Apr 8, 2012	CLM vs SCLAX
AVEFX	Ave Maria Bond Fund	-2.52%	Apr 30, 2003	CLM vs AVEFX
CSTAX	American Funds College 2027 Fund	-2.72%	Sep 13, 2012	CLM vs CSTAX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	-2.73%	Nov 16, 2003	CLM vs SICIX

Other Mutual Funds from Cornerstone

Most popular Cornerstone mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
CRF	Cornerstone Total Return Fund, Inc.	Large Cap Growth Equities	51	-9.10%	Jan 2, 1990	CLM vs CRF

Often Compared With CLM

What investors most often compare with CLM, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
ADX	Adams Diversified Equity Fund, Inc.	Large Cap Growth Equities	83	-4.23%	Jan 2, 1990	CLM vs ADX
QQQ	Invesco QQQ ETF	Large Cap Growth Equities	69	-5.93%	Mar 10, 1999	CLM vs QQQ
UTG	Reaves Utility Income Trust		81	8.44%	—	CLM vs UTG
QQQI	NEOS Nasdaq-100 High Income ETF	Derivative Income	72	-4.41%	Jan 29, 2024	CLM vs QQQI
SCHG	Schwab U.S. Large-Cap Growth ETF	Large Cap Growth Equities	46	-10.59%	Dec 11, 2009	CLM vs SCHG
SPYM	State Street SPDR Portfolio S&P 500 ETF	S&P 500	65	-4.35%	Nov 8, 2005	CLM vs SPYM
DGRO	iShares Core Dividend Growth ETF	Large Cap Growth Equities, Dividend	69	1.57%	Jun 10, 2014	CLM vs DGRO
VOO	Vanguard S&P 500 ETF	S&P 500	65	-4.42%	Sep 7, 2010	CLM vs VOO
AGNC	AGNC Investment Corp.		69	-3.30%	—	CLM vs AGNC
JEPI	JPMorgan Equity Premium Income ETF	Actively Managed, Dividend, Derivative Income	39	0.20%	May 20, 2020	CLM vs JEPI
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	52	12.79%	Oct 20, 2011	CLM vs SCHD
PDX	PIMCO Dynamic Income Strategy Fund	Tactical Allocation	22	19.83%	Feb 1, 2019	CLM vs PDX
SPY	State Street SPDR S&P 500 ETF	S&P 500	64	-4.37%	Jan 22, 1993	CLM vs SPY
VNQI	Vanguard Global ex-U.S. Real Estate ETF	REIT	55	-3.03%	Nov 1, 2010	CLM vs VNQI
SPYI	NEOS S&P 500 High Income ETF	Derivative Income, S&P 500	69	-3.13%	Aug 29, 2022	CLM vs SPYI
ECAT	BlackRock ESG Capital Allocation Term Trust	Derivative Income, ESG	16	-6.71%	Sep 28, 2021	CLM vs ECAT
VYM	Vanguard High Dividend Yield ETF	Dividend	72	3.80%	Feb 7, 2019	CLM vs VYM
AIPI	REX AI Equity Premium Income ETF	Derivative Income	52	-8.25%	Jun 3, 2024	CLM vs AIPI
IGLD	FT Cboe Vest Gold Strategy Target Income ETF	Precious Metals, Gold	84	5.99%	Mar 2, 2021	CLM vs IGLD
AMSC	American Superconductor Corporation		72	17.62%	—	CLM vs AMSC

Compare CLM with Any Fund or Stock

Compare CLM with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

Symbol name

Cornerstone Strategic Value Fund

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