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Mutual Funds
Invest in your future with mutual funds from Cumulus.
Overview
Risk
Management & Fees
Income Characteristics
Daily Pricing / Yields
Name
Category
YTD
1 Yr
5 Yr
MorningStar
Expense Ratio
Cumulus Technology Portfolio Fund
BUY
Technology
YTD
+4.9%
1 Yr
+50.4%
5 Yr
+33.41%
MorningStar
Expense Ratio
.72%
BUY
Cumulus OTC Portfolio
BUY
Health
YTD
+6.2%
1 Yr
+59.1%
5 Yr
+32.82%
MorningStar
Expense Ratio
.71%
BUY
Cumulus Trend Fund
BUY
Large Blend
YTD
+9.9%
1 Yr
+53.4%
5 Yr
+27.31%
MorningStar
Expense Ratio
1.71%
BUY
Emerging Asia Fund
BUY
APAC
YTD
+4.5%
1 Yr
+57.6%
5 Yr
+27.1%
MorningStar
Expense Ratio
.72%
BUY
Large Cap Growth Index Fund
BUY
Large Growth
YTD
+2.6%
1 Yr
+50.4%
5 Yr
+26.62%
MorningStar
Expense Ratio
.35%
BUY
Convertible Securities Fund
BUY
Convertibles
YTD
+7.3%
1 Yr
+46.0%
5 Yr
+24.16%
MorningStar
Expense Ratio
.93%
BUY
Cumulus Worldwide Fund
BUY
World Stock
YTD
+7.9%
1 Yr
+44.8%
5 Yr
+22.93%
MorningStar
Expense Ratio
1.09%
BUY
Disciplined Equity Fund
BUY
Large Blend
YTD
+6.2%
1 Yr
+65.2%
5 Yr
+21.51%
MorningStar
Expense Ratio
.88%
BUY
Cumulus Sustainable Fund
BUY
Large Blend
YTD
+8.3%
1 Yr
+48.2%
5 Yr
+20.8%
MorningStar
Expense Ratio
.63%
BUY
Cumulus Contrafund
BUY
Large Growth
YTD
+5.5%
1 Yr
+50.4%
5 Yr
+27.26%
MorningStar
Expense Ratio
.63%
BUY
Cumulus China Region Fund
BUY
China Region
YTD
+1.6%
1 Yr
+33.3%
5 Yr
+33.1%
MorningStar
Expense Ratio
.74%
BUY
Cumulus Japan Fund
BUY
Japan Region
YTD
+2.3%
1 Yr
+22.9%
5 Yr
+34.43%
MorningStar
Expense Ratio
.82%
BUY
Cumulus Freedom 2030 Fund
BUY
Target Date
YTD
-.58%
1 Yr
+21.6%
5 Yr
+19.2%
MorningStar
Expense Ratio
.72%
BUY
Corporate Bond Fund
BUY
Small Blend
YTD
+.76%
1 Yr
+20.6%
5 Yr
+18.41%
MorningStar
Expense Ratio
.95%
BUY
Mid Cap Enhanced Index Fund
BUY
Mid Growth
YTD
+13.9%
1 Yr
+20.9%
5 Yr
+17.29%
MorningStar
Expense Ratio
.12%
BUY
Cumulus Asset Manager 70%
BUY
Allocation
YTD
+3.4%
1 Yr
+17.1%
5 Yr
+17.01%
MorningStar
Expense Ratio
.91%
BUY
Alternative Energy Portfolio
BUY
Technology
YTD
+2.4%
1 Yr
+16.9%
5 Yr
+16.15%
MorningStar
Expense Ratio
.72%
BUY
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