1 / 5 Stars
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Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#248 in Large Blend
U.S. News evaluated 481 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 18.88 percent over the past year, 7.95 percent over the past three years, 9.75 percent over the past five years, and 8.41 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||-0.4%|
|3 Years (Annualized)||8.0%|
|5 Years (Annualized)||9.8%|
|10 Years (Annualized)||8.4%|
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 may also invest in debt and fixed income securities, including junk bonds. It is non-diversified.
Fees are Above Average compared to funds in the same category.
CGM Focus Fund has an expense ratio of 1.09 percent.
Risk is High compared to funds in the same category according to Morningstar.