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CGM Focus

CGMFX
36.93
+0.37
+1.01%
8/23/2016
5 Years
  • Previous Close

    36.56

  • Net Assets

    875.45M

  • Yield

    0.00%

  • Front load

    None

  • Expenses

    1.13%

  • Category

    Large Blend

  • Morningstar Risk

    High

  • Morningstar Rating
Profile

Name of Issuer

CGM

Fund Style

Open

Fund Manager

G. Heebner

Investment Style

Large Blend

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 is non-diversified.

Purchase Information

Initial Purchase 2,500
Initial Purchase: IRA 1,000
Initial Purchase: AIP 2,500

Inception

9/3/1997

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