CGM Realty Fund (CGMRX - Free Report) seeks to provide a combination of income and long-term growth of capital. CGMRX invests at least 80% of its assets in these securities.
This Sector - Real Estate product has a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 3, 5 year benchmarks; 3 year 7.2% and 5 year 8.3%. To see how this fund performed compared in its category, and other #1 and #2 Ranked Mutual Funds, please click here.
The CGM Realty Fund, as of the last filing, allocates its fund in top three markets: Small Value, Large Value and Foreign Stock. Further, as of the last filing, Bank Of America Corp, Vale Sa Sp Adr and Citigroup Inc were the top holdings for CGMRX.
This Zacks Rank #1 (Strong 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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