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CM Advisors I (CMAFX)

13.86 Up 0.04(0.29%) Aug 29
Prev Close:13.82
YTD Return*:1.26%
Net Assets*:134.46M
Yield*:0.22%

* As of 31-Jul-14

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

Headlines

  • No Headlines available for CMAFX at this time.

Top Holdings

Symbol% AssetsYTD Return %
JEC4.60-20.19
GLW4.0612.68
WFC3.2512.33
BRK.B3.226.13
LAYN3.21-37.65

Fund Basics

Morningstar Overall Rating:
Total Assets:134.46M
Category:Large Blend
Annual Report Expense Ratio (net):1.29%

Performance & Risk

YTD Return:1.26%
5y Avg Return:11.27%
Rank in Category (ytd):96
% Rank in Category (ytd):5.86%
Beta (3y):1.02
Morningstar Risk Rating:3

Fund Summary

The investment seeks long-term growth of capital. The fund invests primarily in equity securities of companies that the Advisor believes are undervalued. The Advisors fund typically invests in common stocks, although it may also invest in other equity securities (e.g., preferred stocks, convertible bonds, convertible preferred stocks, and warrants). In addition, it retains the flexibility to invest in fixed income securities or cash or cash equivalents when the Advisor believes they offer more attractive opportunities. View More
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