Nasdaq - Delayed Quote USD

CornerCap Small-Cap Value Institutional (CSCJX)

14.78 -0.28 (-1.86%)
At close: 8:00 PM EDT

Investment Information

Min Initial Investment
2,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Schwab Institutional
  • JPMorgan
  • Vanguard
  • T. Rowe Price
  • TD Ameritrade Trust Company
  • Ameriprise Brokerage
  • Schwab Institutional Only
  • SunAmerica Securities Premier / Pinnacle
  • Vanguard NTF
  • Bear Stearns No-Load Transaction Fee
  • Robert W. Baird & Co.
  • Scottrade TF
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • ING Financial Advisers - SAS Funds
  • Bear Stearns
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • TD Ameritrade Institutional NTF
  • Zhejiang Akcome New Energy Technology Co Ltd
  • Vanguard TF
  • Schwab All (Retail, Instl, Retirement)

Fund Summary

The fund normally invests more than 80% of its net assets (including borrowings for investment, if any) in equity securities of small-cap U.S. companies. The Adviser defines small-cap companies as those companies with market capitalizations within the range of the Russell 2000® Index at the time of purchase.

Fund Overview

Category Small Value
Fund Family CornerCap
Net Assets 139.72M
YTD Return 10.11%
Yield 1.02%
Morningstar Rating
Inception Date Nov 18, 2022

Performance & Risk

YTD Return 6.43%
5y Average Return 11.41%
Rank in Category (ytd) 34
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.96
Morningstar Risk Rating

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