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CGM Realty (CGMRX)

34.27 Up 0.19(0.56%) Aug 29
Prev Close:34.08
YTD Return*:5.46%
Net Assets*:1.15B
Yield*:0.52%

* As of 31-Jul-14

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

Headlines

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Top Holdings

Symbol% AssetsYTD Return %
RLJ8.6916.32
JLL7.1324.45
EXR6.7125.47
LEN6.52-8.29
TOL6.19-11.43

Fund Basics

Morningstar Overall Rating:
Total Assets:1.15B
Category:Real Estate
Annual Report Expense Ratio (net):0.92%

Performance & Risk

YTD Return:5.46%
5y Avg Return:17.19%
Rank in Category (ytd):100
% Rank in Category (ytd):35.84%
Beta (3y):1.10
Morningstar Risk Rating:5

Fund Summary

The investment seeks to provide a combination of income and long-term growth of capital. The fund invests primarily in equity securities of companies in the real estate industry, including real estate investment trusts. The fund normally expects to invest at least 80% of its assets in these securities. The fund may invest up to 20% of its assets in equity or debt securities of companies outside the real estate industry. The debt and fixed income securities in which the fund may invest may be of any credit quality and of any maturity. The fund may invest in equity securities of issuers of any size. It may invest in the securities of U.S. and foreign issuers. View More
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