22.95
-0.2(-0.86%)
Currency In USD
Address
7250 Redwood Boulevard
Nevato, CA 94945
United States of America
Phone
4158991555
Website
N/A
Sector
N/A
Industry
N/A
Employees
N/A
First IPO Date
November 01, 1996
The fund invests in larger, dividend-paying common stocks by utilizing a quantitative formula known as the Cornerstone Value Strategy (the "Value Strategy"). It purchases 50 stocks weighted equally by dollar amount, with 2% of the portfolio's assets invested in each. Using the Value Strategy, the universe of stocks is re-screened and the portfolio is rebalanced annually, generally in the winter.