Cornerstone Advisors Global Public Equity Fund Institutional Shares

 (MUTF:CAGLX)   Watch this mutual fund  
Find more results for Thomas F. Pierson

Performance

Trailing returns

1 day   +0.42%
   
1 week
   
-1.34%  
4 week
   
-7.00%  
3 month
   
-9.36%  
YTD
   
-2.56%  
1 year
   
-4.92%  
3 years*   +11.04%
   
5 years*   -  
*annualized
Best 3 month return+11.86%  
Worst 3 month return-7.64%  

Morningstar statistics

Morningstar category: World Stock
  Return Risk Rating
3 years Above Average Below Average
5 years     -     - -
10 years     -     - -
Overall Above Average Below Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets817.31M 
Front load-  
Deferred load-  
Expense ratio0.99%  
Management fee-  
Fund familyCornerstone 

Asset allocation

Cash2.61%  
Stocks96.63%  
Bonds0.00%  
Other0.75%  

Purchase information

Initial$2,000  
11.66-0.16(-1.35%)
Sep 4, 4:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks capital appreciation. The fund allocates its assets among one or more investment strategies directly through the use of one or more sub-advisers and/or indirectly through investments in affiliated and unaffiliated open-end funds, closed-end funds, unregistered funds and exchange-traded funds. It normally invests at least 80% of its net assets in publicly-traded equity investments, derivatives with economic characteristics similar to publicly-traded equity investments, and/or shares of underlying funds that primarily invest in publicly traded equity investments. The fund is non-diversified.
Fund filings (PDF) »
Asset managers:
Puneet Mansharamani (Started: Aug 30, 2012)
Robert Marren (Started: Aug 30, 2012)
W. Walden (Started: Aug 30, 2012)
David Mouser (Started: Aug 30, 2012)
Thomas Marsico (Started: Aug 30, 2012)
Brian McMahon (Started: Aug 30, 2012)
K. Matthew Axline (Started: Aug 30, 2012)
Stephen Lyford (Started: Aug 30, 2012)
Chad Cleaver (Started: Aug 30, 2012)
Marie Lorden (Started: Aug 30, 2012)
Mary Pierson (Started: Aug 30, 2012)
Ryan Carpenter (Started: Aug 30, 2012)
Asha Mehta (Started: Aug 30, 2012)
Alex Turner (Started: Dec 31, 2014)
Thaddeus Pollock (Started: Aug 30, 2012)
Paul Pedalino (Started: Aug 30, 2012)
Jayendran Rajamony (Started: Jun 28, 2013)
Richard Thies (Started: Dec 31, 2014)
Daniel Burr (Started: Dec 31, 2014)
Paul Bouchey (Started: Dec 31, 2014)
Greg Sleight (Started: Dec 31, 2014)
Guy Lakonishok (Started: Dec 31, 2014)
Priyanshu Mutreja (Started: Dec 31, 2014)
Joseph Schirripa (Started: Jun 28, 2013)
Steve Block (Started: Aug 30, 2012)
Brian Beitner (Started: Dec 31, 2014)
Stacey Nutt (Started: Dec 31, 2014)
David Herro (Started: Aug 30, 2012)
Thomas Seto (Started: Aug 30, 2012)
Josef Lakonishok (Started: Aug 30, 2012)
Michael Hughes (Started: Aug 30, 2012)
Jay Abramson (Started: Aug 30, 2012)
William Nygren (Started: Aug 30, 2012)
John McCraw (Started: Aug 30, 2012)
William Schaff (Started: Aug 30, 2012)
David Vaughn (Started: Dec 31, 2014)
Thyra Zerhusen (Started: Aug 30, 2012)
Menno Vermeulen (Started: Aug 30, 2012)
John Chisholm (Started: Aug 30, 2012)
Howard Schwab (Started: Aug 30, 2012)
Advisor Company:
Cornerstone Advisors, Inc.
Fund family reports on Morningstar »
Cornerstone, 74 W. Broad Street, Suite 340, Bethlehem, PA 18018, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* 6.15 6.99     -     -
Beta* 0.73 0.76     -     -
Mean annual return -0.24 0.95     -     -
R-squared* 81.62 79.54     -     -
Standard deviation 10.42 9.69     -     -
Sharpe ratio -0.28 1.17     -     -
* Against standard index

Top 10 holdings

Security Net Assets  
Oakmark International Small Cap I 3.44%  
Google Inc Class A (GOOGL) 1.00%  
Apple Inc (AAPL) 0.91%  
MasterCard Inc Class A (MA) 0.52%  
Valeant Pharmaceuticals International Inc (VRX) 0.48%  
Allergan PLC (AGN) 0.47%  
Concordia Healthcare Corp 0.46%  
Samsung Electronics Co Ltd (SSNLF) 0.46%  
Credit Suisse Group (CSGKF) 0.45%  
General Electric Co (GE) 0.44%