Cornerstone Total Return Fund

1D
1W
1M
3M
YTD
1Y
5Y
ALL

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About CRF

Cornerstone Total Return Fund, Inc. operates as a closed-end investment fund, which engages in seeking capital appreciation with current income. The company was founded on March 16, 1973 and is headquartered in Cincinnati, OH. 

Category
Large Blend
CategoryLarge Blend
Number of holdings
216
Number of holdings216
Inception Date
May 16, 1973
Inception DateMay 16, 1973

What's in this fund

Sectors

As of September 30, 2025
Technology29.48%
Financial Services15.24%
Consumer Cyclical11.57%
Healthcare11.15%
Communication Services10.74%
Industrials8.12%
Consumer Defensive4.87%
Energy4.49%
Utilities2.10%
Real Estate1.29%
Basic Materials0.95%

Top 10 Holdings (36.07% of total assets)

As of September 30, 2025
NameSymbol% Assets
AppleAAPL6.53%
NVIDIANVDA6.30%
MicrosoftMSFT4.85%
Alphabet Class CGOOG4.81%
AmazonAMZN3.71%
Meta PlatformsMETA2.35%
TeslaTSLA2.09%
BroadcomAVGO1.98%
JPMorgan ChaseJPM1.78%
State Street®TechSelSectSPDR®ETFXLK (ARCX)1.67%

CRF Key Statistics

AUM
997.43M
AUM997.43M
Price-Earnings ratio
8.82
Price-Earnings ratio8.82
30-Day yield
30-Day yield
Average volume
1.99M
Average volume1.99M
High today
$7.97
High today$7.97
Low today
$7.90
Low today$7.90
Open price
$7.91
Open price$7.91
Volume
1.04M
Volume1.04M
52 Week high
$9.12
52 Week high$9.12
52 Week low
$5.81
52 Week low$5.81
Expense ratio
1.84
Expense ratio1.84

Average Annual Return

All investments involve risks, including the loss of principal. Performance data represents past performance and is no guarantee of future results. Investment returns and principal value will fluctuate and are subject to market volatility. An investment, when sold, may be worth more or less than the original cost. Current performance may be lower or higher than the performance data quoted. Options are risky and aren’t suitable for all investors. To learn more about risks, read the Options Disclosure Document.