Cornerstone Strategic Value Fund Inc (CLM)
7.265
+0.06
(+0.90%)
USD |
NYAM |
Apr 23, 16:00
7.28
+0.02
(+0.21%)
After-Hours: 20:00
Price Chart
Key Stats
| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
|---|---|---|---|
| 1.11% | 8.43% | 1.575B | 1.531M |
| Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| 2.66% | 46.00% | -- | Upgrade |
Basic Info
| Investment Strategy | |
| The investment objective of Cornerstone Strategic Value Fund, Inc. (the “Fund”) is to seek long-term capital appreciation through investment primarily in equity securities of U.S. and non-U.S. companies which Fund management believes have demonstrated fundamental investment value and favorable growth prospects. Currently, the Fund primarily invests in companies with large capitalizations, however, the Fund may invest in companies of all capitalization ranges. |
| General | |
| Security Type | Closed-End Fund |
| Equity Style | Large Cap/Growth |
| Fixed Income Style | -- |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Category Name | Large Blend |
| Category Index | Russell 1000 TR USD |
| Global Category Name | US Equity Large Cap Blend |
| YCharts Categorization | US Large Cap Blend |
| YCharts Benchmark | S&P 500 Total Return (^SPXTR) |
| Prospectus Objective | Growth |
| Fund Owner Firm Name | Cornerstone Advisors |
| Prospectus Benchmark Index | |
| S&P 500 TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Ralph Bradshaw | 23.26 yrs |
| Daniel Bradshaw | 20.27 yrs |
| Joshua Bradshaw | 20.27 yrs |
Performance Versus Category
As of April 22, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of April 22, 2024.
Basic Info
| Investment Strategy | |
| The investment objective of Cornerstone Strategic Value Fund, Inc. (the “Fund”) is to seek long-term capital appreciation through investment primarily in equity securities of U.S. and non-U.S. companies which Fund management believes have demonstrated fundamental investment value and favorable growth prospects. Currently, the Fund primarily invests in companies with large capitalizations, however, the Fund may invest in companies of all capitalization ranges. |
| General | |
| Security Type | Closed-End Fund |
| Equity Style | Large Cap/Growth |
| Fixed Income Style | -- |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Category Name | Large Blend |
| Category Index | Russell 1000 TR USD |
| Global Category Name | US Equity Large Cap Blend |
| YCharts Categorization | US Large Cap Blend |
| YCharts Benchmark | S&P 500 Total Return (^SPXTR) |
| Prospectus Objective | Growth |
| Fund Owner Firm Name | Cornerstone Advisors |
| Prospectus Benchmark Index | |
| S&P 500 TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Ralph Bradshaw | 23.26 yrs |
| Daniel Bradshaw | 20.27 yrs |
| Joshua Bradshaw | 20.27 yrs |