CMG Global Equity Fund

Class Inst (GEFIX)

U.S. News evaluated 304 World Stock Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all CMG funds

See full World Stock rankings

See more fund rankings


The fund has returned 12.49 percent over the past year.

Trailing Returns Updated 06.30.2014
Year to date 1.2%
1 Year 12.5%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

See more GEFIX performance


The investment seeks long term total return with less volatility than global equity markets in general. The fund normally invests at least 80% of its total assets in equity securities of publicly listed companies, and at least 40% of its assets in securities issued by companies domiciled outside of the United States, from a minimum of three foreign countries. The adviser initially intends to build a portfolio of 50 equity positions, but the total number held by the fund may vary from time-to-time as determined by the adviser. It is non-diversified.