| 35.30 Net Asset Value | -0.34% 1 Day | +20.48% Year-to-Date | Overall Morningstar Rating |
| Large blend Style or Category | No Load Sales Expenses | 1.34% Expense Ratio | High Morningstar Risk Rating™ |
| 1 month | +8.65% | 3 years | +9.97% | |
| 3 months | +10.96% | 5 years | -9.03% | |
| 1 year | +37.98% | Since inception | +12.24% |
| CGMFX | Category | |
|---|---|---|
| Performance 5-yr return | -9.03% | +4.80% |
| Expense ratio | 1.34% | 1.17% |
| Risk 5 year sharpe ratio | -0.19 | 0.30 |
| Net assets | $1.5B | $2.7B |
| Average market cap | $15.6B | $57.0B |
| Average P/E | 10.7 | 16.4 |
| Portfolio turnover | 360% | 360% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | CGM |
| Fund manager & tenure | G. Heebner / 15 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 | 43.68% |
| Business service | 16.04% |
| Consumer service | 13.96% |
| Industrial materials | 11.43% |
| Telecommunication | 5.93% |
| -- US Treasury Bond 2.75% | 16.83% |
| C Citigroup Inc | 14.71% |
| MS Morgan Stanley | 11.57% |
| LEN Lennar Corporation | 11.45% |
| BAC Bank of America Corporation | 9.55% |
| PHM PulteGroup Inc | 9.22% |
| DHI DR Horton Inc | 9.20% |
| -- US Treasury Bond 3.125% | 9.11% |
| F Ford Motor Co | 7.56% |
| HLF Herbalife, Ltd. | 7.55% |
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