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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
1.10% 21.22% -- 1.685M
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 22.00% -- Upgrade

Basic Info

Investment Strategy
The Fund seeks to provide long-term capital appreciation through investment in equity securities of small and medium sized companies located throughout the world.
General
Security Type Closed-End Fund
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group Diversified Equity Funds
Global Macro Equity North America
US Macro Multi-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth Funds
Fund Owner Firm Name Cornerstone Advisors
Broad Asset Class Benchmark Index
^SPXTR 100.0%

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Performance Versus Peer Group

 
20%
15%
10%
5%
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Peer Group Rtn. (NAV)
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
-11.88%
23.64%
29.15%
41.46%
-36.63%
17.56%
41.52%
14.76%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
18.77%
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-10.22%
49.35%
5.73%
27.96%
-14.93%
26.78%
18.77%
29.41%
-4.47%
42.77%
4.38%
48.88%
-19.81%
19.10%
26.90%
17.43%
As of December 12, 2025.

Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.38%
Stock 99.55%
Bond 1.37%
Convertible 0.00%
Preferred 0.20%
Other -1.50%
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Basic Info

Investment Strategy
The Fund seeks to provide long-term capital appreciation through investment in equity securities of small and medium sized companies located throughout the world.
General
Security Type Closed-End Fund
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group Diversified Equity Funds
Global Macro Equity North America
US Macro Multi-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth Funds
Fund Owner Firm Name Cornerstone Advisors
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
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