• FirefoxUpgrade to the new Firefox »
  •  Dow Up 0.13% Nasdaq Up 0.70%

    CGM Focus (CGMFX)

    40.83 Up 0.05(0.12%) Dec 26
    Prev Close:40.78
    YTD Return*:2.68%
    Net Assets*:1.38B
    Yield*:N/A

    * As of 30-Nov-14

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Top Holdings

    Symbol% AssetsYTD Return %
    LEN9.5518.35
    GILD7.3936.07
    MS6.3715.18
    C6.294.39
    SNDK6.0245.11

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:1.38B
    Category:Large Blend
    Annual Report Expense Ratio (net):1.09%

    Performance & Risk

    YTD Return:2.68%
    5y Avg Return:6.75%
    Rank in Category (ytd):97
    % Rank in Category (ytd):6.15%
    Beta (3y):1.43
    Morningstar Risk Rating:5

    Fund Summary

    The investment seeks long-term growth of capital. The fund typically invests in stocks of between 20-100 companies at one time. It is flexibly managed so that it can invest in equity securities in a variety of industries as well as in foreign companies. The fund may invest in companies of any size, but primarily invests in companies with market capitalizations of more than $5 billion. If market conditions so warrant, it may establish short positions in specific securities or stock indices. The fund may also invest in debt and fixed income securities, including junk bonds. It is non-diversified. View More
    Your browser doesn't support canvas
    SETTINGS
    Scrolling
    Speed
    Display
    Price
    Submit Feedback