CGM Realty Fund

Class No Load (CGMRX)
Scorecard
3 / 5 Stars
Lipper
2 1 1 5 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
TheStreet.com
E+ (Sell)

Fund Holdings

Asset Allocation

% Long % Net
Cash 0.76 0.76
Stocks 99.24 99.24
Bonds 0.0 0.0
Other 0.0 0.0
Foreign Bonds 0.0 0.0
Foreign Stocks 0.0 0.0
Convertible 0.0 0.0
Preferred 0.0 0.0

Updated 03.31.2014

Top 10 Holdings

Performance as of 06.30.2014

Portfolio as of 03.31.2014

Ticker YTD Return % % Net Assets
RLJ Lodging Trust RLJ 21.55 8.29
Jones Lang LaSalle Inc JLL 23.85 7.2
Extra Space Storage Inc EXR 28.93 6.38
Lennar Corp LEN 7.76 6.34
Diamondrock Hospitality Co DRH 13.29 6.3
Toll Brothers Inc TOL 1.19 6.2
CBRE Group Inc CBG 21.86 6.1
Morgan Stanley MS 3.54 5.73
Northstar Realty Finance Corp NRF 30.97 5.43
Citigroup Inc C -8.89 5.25