Investment Test Drive

CRF Cornerstone Total Return Fund Inc

15 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
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Fund CRF Cornerstone Total Return Fund Inc SPYG SPDR Portfolio S&P 500 Growth ETF IUSG iShares Core S&P US Growth ETF  
100% 87% 86%
Annual Fees
(1.33% Exp. Ratio)
(0.04% Exp. Ratio)
(0.05% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.72% annual return
$35,492.20 $52,404.25 $52,247.20
Est. savings over 30 yrs +$16,912.05 +$16,755.00
As of 2/28/18
1 YR RETURN 21.17%
3 YR 12.37%
5 YR 14.14%
10 YR 9.04%
1 YR RETURN 24.70%
3 YR 12.99%
5 YR 16.72%
10 YR 11.59%
1 YR RETURN 24.05%
3 YR 12.61%
5 YR 16.36%
10 YR 11.21%
The Fund seeks as high a level of current income for its shareholders as is consistent with prudent risk through investments in a diversified portfolio consisting largely of debt securities which the Company considers to be of good quality.
The Fund seeks to approximate, before expenses, the investment results of the Dow Jones Large Cap Growth Index. When possible, the Fund generally will invest in all of the stocks comprising the Index in proportion to their weightings in the Index.
The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the Russell 3000 Growth Index. Uses a replication strategy. The Index measures the performance of those component firms with higher price-to-book ratios and higher forecasted growth.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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