CRF Alternatives & Similar Mutual Funds

Cornerstone Total Return Fund, Inc. (CRF) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CRF. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to CRF

CRF charges 1.84% annually. There are 417 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
ACIHX	American Century Growth Fund G Class	0.01%	—	Mar 2022	CRF vs ACIHX
FSPGX	Fidelity Large Cap Growth Index Fund	0.04%	—	—	CRF vs FSPGX
SWLGX	Schwab U.S. Large-Cap Growth Index Fund	0.04%	5.10B	Dec 2017	CRF vs SWLGX
VIGIX	Vanguard Growth Index Fund Institutional Shares	0.04%	365.00B	May 1998	CRF vs VIGIX
VIGAX	Vanguard Growth Index Fund Admiral Shares	0.05%	365.00B	Nov 2000	CRF vs VIGAX

Best Risk-Adjusted Alternatives to CRF

CRF has a PortfoliosLab risk / return rank of 10. There are 363 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 99.

Symbol	Name	Risk / Return Rank	AUM	Inception
EFCNX	Emerald Insights Fund	99	—	Aug 2014	CRF vs EFCNX
VPMCX	Vanguard PRIMECAP Fund Investor Shares	94	82.00B	Nov 1984	CRF vs VPMCX
FOCKX	Fidelity OTC Portfolio Class K	93	—	May 2008	CRF vs FOCKX
FOCPX	Fidelity OTC Portfolio	93	—	Dec 1984	CRF vs FOCPX
POGRX	PrimeCap Odyssey Growth Fund	93	—	Nov 2004	CRF vs POGRX

Top Performing CRF Alternatives (YTD)

CRF is at -3.18% YTD. There are 410 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 66.81%.

Symbol	Name	YTD Return	AUM	Inception
ONERX	One Rock Fund	66.81%	—	Mar 2020	CRF vs ONERX
CTCAX	Columbia Global Technology Growth Fund Class A	32.06%	—	Nov 2000	CRF vs CTCAX
RYGRX	Rydex S&P 500 Pure Growth Fund	30.14%	—	Feb 2004	CRF vs RYGRX
IOLZX	ICON Equity Fund	28.15%	—	Oct 2002	CRF vs IOLZX
FOKFX	Fidelity OTC K6 Portfolio	28.00%	—	Jun 2019	CRF vs FOKFX

Lowest Volatility Alternatives to CRF

CRF has 15.35% 1-year volatility. There are 174 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.86%.

Symbol	Name	Volatility 1Y	AUM	Inception
BBLIX	BBH Select Series - Large Cap Fund	7.86%	—	Sep 2019	CRF vs BBLIX
EFCNX	Emerald Insights Fund	9.27%	—	Aug 2014	CRF vs EFCNX
MEIFX	Meridian Enhanced Equity Fund	9.35%	—	Jan 2005	CRF vs MEIFX
MRFOX	Marshfield Concentrated Opportunity Fund	9.77%	—	Dec 2015	CRF vs MRFOX
AWYIX	CIBC Atlas Equity Income Fund	9.88%	—	Apr 2010	CRF vs AWYIX

Lowest Drawdown Alternatives to CRF

CRF has a 1-year max drawdown of -14.88%. There are 215 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
EFCNX	Emerald Insights Fund	-2.90%	—	Aug 2014	CRF vs EFCNX
BBLIX	BBH Select Series - Large Cap Fund	-3.63%	—	Sep 2019	CRF vs BBLIX
MEIFX	Meridian Enhanced Equity Fund	-4.80%	—	Jan 2005	CRF vs MEIFX
GQEPX	GQG Partners US Select Quality Equity Fund Investo...	-6.77%	—	Sep 2018	CRF vs GQEPX
AQEIX	LKCM Aquinas Catholic Equity Fund	-7.02%	—	Jul 2005	CRF vs AQEIX

Other Mutual Funds from Cornerstone

The 1 most viewed Cornerstone mutual funds shown here include CLM and span 1 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
CLM	Cornerstone Strategic Value Fund	Diversified Portfolio	13	-1.77%	—	Jun 1987	CRF vs CLM

Often Compared With CRF

Investors most often compare CRF with SCHD, AMDY, UTL. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	80	19.01%	94.95B	Oct 2011	CRF vs SCHD
AMDY	YieldMax AMD Option Income Strategy ETF	Options Trading, Dividend	93	110.49%	367.33M	Sep 2023	CRF vs AMDY
UTL	Unitil Corporation		24	2.71%	—	—	CRF vs UTL
CRFIX	Calvert Focused Value Fund	Large Cap Value Equities	43	11.46%	—	Apr 2022	CRF vs CRFIX
BOE.AX	Boss Energy Limited		13	-7.85%	—	—	CRF vs BOE.AX
AGNC	AGNC Investment Corp.		76	0.27%	—	—	CRF vs AGNC
BLW	BlackRock Limited Duration Income Trust		26	-5.79%	—	—	CRF vs BLW
ACP.AX	Audalia Resources Limited		60	-2.00%	—	—	CRF vs ACP.AX
BIT	BlackRock Multi-Sector Income Trust		39	0.98%	—	—	CRF vs BIT
GABEX	Gabelli Equity Income Fund	Large Cap Blend Equities	5	7.33%	—	Jan 1992	CRF vs GABEX
SPY	State Street SPDR S&P 500 ETF	S&P 500	70	10.91%	781.00B	Jan 1993	CRF vs SPY
HTDIX	Tactical Dividend and Momentum Fund	Tactical Allocation	60	8.49%	—	Sep 2015	CRF vs HTDIX
ECC	Eagle Point Credit Company Inc		10	-20.56%	—	—	CRF vs ECC
CSWC	Capital Southwest Corporation		76	9.39%	—	—	CRF vs CSWC
GABSX	Gabelli Small Cap Growth Fund	Small Cap Blend Equities	30	10.16%	—	Oct 1991	CRF vs GABSX
GABAX	Gabelli Asset Fund	Large Cap Blend Equities	31	7.50%	—	Mar 1986	CRF vs GABAX
GGME	Invesco Next Gen Media and Gaming ETF	Technology Equities	19	7.37%	46.39M	Jun 2005	CRF vs GGME
CLMT	Calumet Specialty Products Partners, L.P.		96	88.07%	—	—	CRF vs CLMT
MYIIX	MainStay WMC International Research Equity Fund	Foreign Large Cap Equities	74	14.09%	—	Sep 2007	CRF vs MYIIX
JPC	Nuveen Preferred and Income Opportunities Fund	Preferred Stock/Convertible Bonds	11	0.12%	—	Mar 2003	CRF vs JPC

Compare CRF with Any Fund or Stock

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

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Diversifiers

Pair CRF with funds that move differently

Cornerstone Total Return Fund, Inc. alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CRF.

Explore CRF Diversifiers

Cornerstone Total Return Fund, Inc. (CRF) Alternatives