CGM Realty Fund seeks to provide a combination of income and long-term growth of capital. CGMRX invests the lion’s share of its assets primarily in the equity securities of real estate companies as well as real estate investment trusts. CGMRX pays dividends quarterly and capital gains annually.
This Sector - Real Estate producthas a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 3, 5 year benchmarks; 3 year 10.2% and 5 year almost 9.7%. To see how this fund performed compared in its category, and other #1 and #2 Ranked Mutual Funds, please click here.
CGMRX’s performance, as of the last filing, when compared to funds in its category was in the top 1% over the past 1 year, and in the top 5% over the past 3 years and in the top 5% over the past 5 years.
The CGM Realty Fund, as of the last filing, allocates their fund in top two major groups; Large Value and Emerging Market. Further, as of the last filing, Vale SA ADR, Bank of America Corporation and Citigroup Inc were the top holdings for CGMRX.
This Zacks Rank #2 (Buy) was incepted in May 1994 and is managed by CGM. CGMRX carries an expense ratio of 0.99% and requires a minimal initial investment of $2,500.
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Zacks Names "Single Best Pick to Double"
From thousands of stocks, 5 Zacks experts each have chosen their favorite to skyrocket +100% or more in months to come. From those 5, Director of Research Sheraz Mian hand-picks one to have the most explosive upside of all.
It’s a little-known chemical company that’s up 65% over last year, yet still dirt cheap. With unrelenting demand, soaring 2022 earnings estimates, and $1.5 billion for repurchasing shares, retail investors could jump in at any time.
This company could rival or surpass other recent Zacks’ Stocks Set to Double like Boston Beer Company which shot up +143.0% in little more than 9 months and NVIDIA which boomed +175.9% in one year.
Free: See Our Top Stock and 4 Runners Up >>
CGM Realty Fund seeks to provide a combination of income and long-term growth of capital. CGMRX invests the lion’s share of its assets primarily in the equity securities of real estate companies as well as real estate investment trusts. CGMRX pays dividends quarterly and capital gains annually.
This Sector - Real Estate producthas a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 3, 5 year benchmarks; 3 year 10.2% and 5 year almost 9.7%. To see how this fund performed compared in its category, and other #1 and #2 Ranked Mutual Funds, please click here.
CGMRX’s performance, as of the last filing, when compared to funds in its category was in the top 1% over the past 1 year, and in the top 5% over the past 3 years and in the top 5% over the past 5 years.
The CGM Realty Fund, as of the last filing, allocates their fund in top two major groups; Large Value and Emerging Market. Further, as of the last filing, Vale SA ADR, Bank of America Corporation and Citigroup Inc were the top holdings for CGMRX.
This Zacks Rank #2 (Buy) was incepted in May 1994 and is managed by CGM. CGMRX carries an expense ratio of 0.99% and requires a minimal initial investment of $2,500.
Want key mutual fund info delivered straight to your inbox?
Zacks’ free Fund Newsletter will brief you on top news and analysis, as well as top-performing mutual funds, each week. Get it free >>
Zacks Names "Single Best Pick to Double"
From thousands of stocks, 5 Zacks experts each have chosen their favorite to skyrocket +100% or more in months to come. From those 5, Director of Research Sheraz Mian hand-picks one to have the most explosive upside of all.
It’s a little-known chemical company that’s up 65% over last year, yet still dirt cheap. With unrelenting demand, soaring 2022 earnings estimates, and $1.5 billion for repurchasing shares, retail investors could jump in at any time.
This company could rival or surpass other recent Zacks’ Stocks Set to Double like Boston Beer Company which shot up +143.0% in little more than 9 months and NVIDIA which boomed +175.9% in one year.
Free: See Our Top Stock and 4 Runners Up >>