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    CGM Mutual (LOMMX)

    31.00 Up 0.13(0.42%) May 27
    Prev Close:30.87
    YTD Return*:-0.56%
    Net Assets*:433.46M
    Yield*:N/A

    * As of 30-Apr-15

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

    Headlines

    • No Headlines available for LOMMX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    US Treasury Note 0.375%11.923.70
    LEN8.021.55
    DHI7.934.38
    TOL6.520.13
    C5.70-1.65

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:433.46M
    Category:Aggressive Allocation
    Annual Report Expense Ratio (net):1.12%

    Performance & Risk

    YTD Return:-0.56%
    5y Avg Return:7.11%
    Rank in Category (ytd):99
    % Rank in Category (ytd):22.2%
    Beta (3y):1.44
    Morningstar Risk Rating:5

    Fund Summary

    The investment seeks reasonable long-term capital appreciation with a prudent approach to protection of capital from undue risks. The fund seeks to attain its objective by investing in a managed mix of equity and debt securities with 75% of assets invested in equity securities and 25% of its assets in debt or fixed income securities under normal circumstances. It may not invest more than 35% of its total assets in below investment grade debt and fixed income securities, commonly referred to as "junk bonds." Up to 25% of the fund's total assets may be invested in securities issued by companies within a single industry. View More
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