NYSE MKT | FUND
Cornerstone Total Return Fund, Inc. is a closed-ended equity mutual fund launched and managed by Cornerstone Advisors, LLC.
It invests in the public equity markets of the United States.
The fund seeks to invest in stocks of companies operating across diversified sectors.
It primarily invests in value and growth stocks of companies across all market capitalizations.
The fund also invests through other closed-end investment companies and ETFs.
It benchmarks the performance of its portfolio against the S&P 500 Index.
Cornerstone Total Return Fund, Inc. was formed on March 16, 1973 and is domiciled in the United States.
Top 20 Holdings
Name | Weight |
---|---|
Apple Inc | 6.75% |
Amazon.com Inc | 6.39% |
Microsoft Corp | 5.12% |
Alphabet Inc Class C | 4.59% |
Berkshire Hathaway Inc Class B | 3.40% |
NVIDIA Corp | 3.00% |
UnitedHealth Group Inc | 2.50% |
JPMorgan Chase & Co | 2.07% |
Meta Platforms Inc Class A | 1.87% |
Energy Select Sector SPDR® ETF | 1.83% |
Visa Inc Class A | 1.78% |
Tesla Inc | 1.51% |
Costco Wholesale Corp | 1.41% |
General American Investors | 1.34% |
Technology Select Sector SPDR® ETF | 1.25% |
Coca-Cola Co | 1.21% |
Mastercard Inc Class A | 1.13% |
Comcast Corp Class A | 1.06% |
Union Pacific Corp | 0.96% |
Intel Corp | 0.92% |