| 32.80 Net Asset Value | -0.39% 1 Day | +15.41% Year-to-Date | Overall Morningstar Rating |
| Aggressive allocation Style or Category | No Load Sales Expenses | 1.12% Expense Ratio | High Morningstar Risk Rating™ |
| 1 month | +8.22% | 3 years | +12.19% | |
| 3 months | +8.54% | 5 years | -0.60% | |
| 1 year | +31.14% | Since inception | +8.65% |
| LOMMX | Category | |
|---|---|---|
| Performance 5-yr return | -0.60% | +3.96% |
| Expense ratio | 1.12% | 1.51% |
| Risk 5 year sharpe ratio | 0.10 | 0.27 |
| Net assets | $471.3M | $738.6M |
| Average market cap | $17.6B | $28.0B |
| Average P/E | 9.8 | 16.0 |
| Portfolio turnover | 325% | 325% |
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| Fund family | CGM |
| Fund manager & tenure | G. Heebner / 32 Years |
| Minimal initial investment | $2,500.00 |
| Minimum IRA investment | $1,000.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Consumer goods | 47.98% |
| Industrial materials | 20.54% |
| Business service | 14.45% |
| Financial service | 9.03% |
| Consumer service | 8.00% |
| -- US Treasury Note 0.25% | 10.12% |
| C Citigroup Inc | 8.18% |
| -- US Treasury Note 0.25% | 8.09% |
| MS Morgan Stanley | 7.18% |
| BAC Bank of America Corporation | 6.39% |
| LEN Lennar Corporation | 5.74% |
| PHM PulteGroup Inc | 5.31% |
| HLF Herbalife, Ltd. | 5.30% |
| DHI DR Horton Inc | 5.20% |
| F Ford Motor Co | 5.18% |
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