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Multi-Asset Funds
Explore multi-asset funds from Cumulus.
Overview
Risk
Management & Fees
Income Characteristics
Daily Pricing / Yields
Ticker
Fund Name
YTD
1 Yr
5 Yr
Inception
Net Assets
Fact Sheet
ADM
Admiral Fund
YTD
+6.2%
1 Yr
+59.1%
5 Yr
+32.82%
Aug 2009
1,675M
Fact Sheet
TRE
Total Return Income
YTD
+4.9%
1 Yr
+50.4%
5 Yr
+33.41%
Nov 2007
1,904M
Fact Sheet
REAL
Balanced Real Assets
YTD
+9.9%
1 Yr
+53.4%
5 Yr
+27.31%
Feb 1995
2,359M
Fact Sheet
EAF
Emerging Asia Fund
BUY
YTD
+4.5%
1 Yr
+57.6%
5 Yr
+27.1%
Mar 2006
965M
Fact Sheet
CGF
Large Cap Growth Fund
YTD
+2.6%
1 Yr
+50.4%
5 Yr
+26.62%
Oct 2012
546M
Fact Sheet
CSF
Convertible Securities Fund
YTD
+7.3%
1 Yr
+46.0%
5 Yr
+24.16%
Aug 2014
283M
Fact Sheet
CWF
Cumulus Worldwide Fund
YTD
+7.9%
1 Yr
+44.8%
5 Yr
+22.93%
Mar 2006
1,464M
Fact Sheet
DEF
Disciplined Equity Fund
YTD
+6.2%
1 Yr
+65.2%
5 Yr
+21.51%
Jul 2008
925M
Fact Sheet
CSUF
Cumulus Sustainable Fund
YTD
+8.3%
1 Yr
+48.2%
5 Yr
+20.8%
Sep 2005
1,268M
Fact Sheet
CCF
Cumulus Contrafund
YTD
+5.5%
1 Yr
+50.4%
5 Yr
+27.26%
Sep 2005
715M
Fact Sheet
CCRF
Cumulus China Region Fund
YTD
+1.6%
1 Yr
+33.3%
5 Yr
+33.1%
Oct 2016
689M
Fact Sheet
CJF
Cumulus Japan Fund
YTD
+2.3%
1 Yr
+22.9%
5 Yr
+34.43%
Apr 2004
1,576M
Fact Sheet
CF30
Cumulus Freedom 2030 Fund
YTD
-.58%
1 Yr
+21.6%
5 Yr
+19.2%
Sep 2005
715M
Fact Sheet
CBF
Corporate Bond Fund
YTD
+.76%
1 Yr
+20.6%
5 Yr
+18.41%
Sep 2005
715M
Fact Sheet
MCEIF
Mid Cap Enhanced Index Fund
YTD
+13.9%
1 Yr
+20.9%
5 Yr
+17.29%
Sep 2005
715M
Fact Sheet
CAM70
Cumulus Asset Manager 70%
YTD
+3.4%
1 Yr
+17.1%
5 Yr
+17.01%
Sep 2005
715M
Fact Sheet
AEP
Alternative Energy Portfolio
YTD
+2.4%
1 Yr
+16.9%
5 Yr
+16.15%
Sep 2005
715M
Fact Sheet
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