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CGM Mutual

LOMMX
31.11
+0.08
+0.26%
12/2/2016
5 Years
  • Previous Close

    31.03

  • Net Assets

    386.22M

  • Yield

    0.00%

  • Front load

    None

  • Expenses

    1.12%

  • Category

    Allocation--70% to 85% Equity

  • Morningstar Risk

    High

  • Morningstar Rating ★★★
Profile

Name of Issuer

CGM

Fund Style

Open

Fund Manager

G. Heebner

Investment Style

Large Blend

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.

Purchase Information

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

Inception

11/6/1929

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