CGM Mutual
CGM Trust
Map
Phone: 800-343-5678
| Category: | Large Growth | | Fund Family: | CGM | | Net Assets: | 539.53M | | Year-to-Date Return: | 11.75% | | Yield: | 1.66% | | Morningstar Rating: |  | | Fund Inception Date: | 06-Nov-29 |
|
G. Kenneth Heebner
Lead Manager since
01-Jan-81 | | | Heebner is general partner and portfolio manager with Capital Growth Management, instrumental in helping launch the firm in 1990. Previously, he spent 12 years as the head of the portfolio management group for Loomis Sayles & Company. Heebner also served as vice president with Scudder Stevens and Clark from 1971 to 1976. He began his career in 1965 as an economist with A & H Kroeger. Heebner holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $2,500 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
|
| |
| The investment seeks to long-term capital appreciation with a prudent approach to protection of capital from undue risks. The fund normally invests approximately 75% of assets in equity securities. It may invest up to 35% of assets in debt or fixed-income securities of a quality below investment grade, including securities commonly referred to as "junk bonds". The fund may invest up to 25% of assets in securities issued by companies in any single industry. |
| Last Dividend
(30-Jul-09):
| 0.10 | | Last Cap Gain
(27-Dec-07):
| 6.30 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 101.52% |
|
| Expense | LOMMX | Category
Avg | | Total Expense Ratio: | 1.05%
| 1.33% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.42% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ 334 | $658 | | 5 Yr Expense Projection*: |
$ 579 | $1,028 | | 10 Yr Expense Projection*: |
$ 1,283 | $2,035 |
|
|
2.03% Nasdaq 
Profile
