Cornercap Large/mid-Cap Value Fund

Data updated: 2021-06-10

C000012116 — Cornercap Large/mid-Cap Value Fund data: holdings, portfolio allocation, expenses, performance, cashflows, risk and SEC filings. United States Mid Cap Value Equity · 1.00% expense ratio · 25.3% 1-yr return. From SEC regulatory filings.

C000012116 Fund Overview

Cornercap Large/mid-Cap Value Fund is a US mutual fund managed by CornerCap Group of Funds /VA/, categorised as United States Mid Cap Value Equity. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.

  • Type: US mutual fund
  • Manager: CornerCap Group of Funds /VA/
  • Category: United States Mid Cap Value Equity
  • 1-year return: 25.3%
  • SEC CIK: 0000789280
  • SEC series ID: S000004378
  • Share class ID: C000012116

C000012116 Performance

Total returns for C000012116 (as of 2026-08-01), from SEC filings.

PeriodTotal return
1 year25.3%

C000012116 Risk Information

Risk metrics for C000012116, derived from monthly returns in SEC filings.

  • 1-year volatility (annualised): 27.5%

C000012116 Costs and Fees

C000012116 costs about $100 per $10,000 invested per year in fund expenses.

  • Net expense ratio: 1.00%
  • Gross expense ratio: 1.30%
  • Portfolio turnover: 92%
  • Brokerage commissions: 9.65 bps of average net assets (SEC N-CEN)

C000012116 Cashflows

Over the 12 months to 2021-03, Cornercap Large/mid-Cap Value Fund had net outflows of $35.17M, from monthly SEC N-PORT filings.

MonthNet flow
2021-03−$9.33M
2021-02−$8.58M
2021-01−$1.32M
2020-12−$356.86K
2020-11−$971.11K
2020-10−$4.07M

C000012116 Debt Constituents

No individual debt constituents are reported in Cornercap Large/mid-Cap Value Fund's latest SEC N-PORT filing.

C000012116 Prospectus and SEC Filings

Official Cornercap Large/mid-Cap Value Fund filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.

Related Funds

Other United States Mid Cap Value Equity funds tracked on ABC INVEST:

Data Sources

ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.