Cornerstone Funds File Their Annual Reports

On March 4, 2026, Cornerstone Strategic Investment Fund, Inc. (NYSE American: CLM) and Cornerstone Total Return Fund, Inc. (NYSE American: CRF) each filed their annual reports on Form N-CSR with the U.S. Securities and Exchange Commission (SEC). These reports provide audited financial statements for the fiscal year ending December 31, 2025, and can be accessed online at their respective websites. Additionally, investors can request free copies of these reports by calling 1-866-668-6558.

Cornerstone Strategic Investment Fund, Inc. is structured as a closed-end, diversified management company under Maryland jurisdiction, while Cornerstone Total Return Fund, Inc. operates under New York jurisdiction, with both registered under the Investment Company Act of 1940. Cornerstone Advisors, LLC serves as the funds’ investment manager.

Investors are warned that past performance does not guarantee future results. Shares of closed-end funds, such as those managed by Cornerstone, often trade at a discount to their net asset value, meaning shares may not reflect their inherent value at the time of sale. Potential investors should carefully assess each fund’s objectives, risks, charges, and expenses detailed in their respective disclosure documents prior to making any investment decisions.

The reports also contain forward-looking statements about market conditions, industry trends, and government regulations. However, these projections come with inherent risks and uncertainties, and actual outcomes may differ significantly from those anticipated. Each fund is not obligated to revise these forward-looking statements. Investors are encouraged to stay informed and vigilant regarding the potential impacts on the funds' investment portfolios due to fluctuating market dynamics.

In light of the recent filing of annual reports by Cornerstone Strategic Investment Fund, Inc. (CLM) and Cornerstone Total Return Fund, Inc. (CRF), investors should take a closer look at these closed-end funds, particularly in relation to their performance and market positioning.

The reports for the fiscal year ended December 31, 2025, provide audited financial statements that are crucial for assessing the health and performance of each fund. It is important to note that closed-end funds like CLM and CRF often trade at a discount to their net asset value (NAV). As an investor, understanding this dynamic is critical, as prices may fluctuate significantly due to market conditions.

While past performance is not an indicator of future results, the historical trends documented in these annual reports can guide investment decisions. Investors should prioritize examining the funds’ investment objectives, risk profiles, and fee structures as outlined in the disclosure documents. Particularly pay attention to the Funds’ strategies in response to current and anticipated market trends, which could influence their future performance.

Given the uncertainties mentioned in the press release, including economic trends and regulatory impacts, potential investors should proceed with caution. Evaluating the Funds' exposure to market risk is especially pertinent in an increasingly volatile economic landscape. It may be wise to consider diversification within an overall investment strategy, particularly if there are concerns about sector-specific risks.

For those interested in these funds, taking the time to review the comprehensive reports available online or via direct request is a prudent step. This due diligence will enable informed decision-making and may enhance the potential for achieving investment objectives in a fluctuating market environment.