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Cgm Mutual Fund (LOMMX)

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CGM Mutual historical data, for real-time data please try another search
27.20 -0.00    0.00%
02/12 - Delayed Data. Currency in USD ( Disclaimer )
Type:  Fund
Market:  United States
Issuer:  CGM
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 260.12M
CGM Mutual 27.20 -0.00 0.00%

Cgm Mutual Fund Overview

 
On this page you'll find an in-depth profile of Cgm Mutual Fund. Learn about the key management, total assets, investment strategy and contact information of LOMMX among other information.
Category

Allocation--70% to 85% Equity

Total Assets

260.12M

Expenses

1.16%

Inception Date

10903

Investment Strategy

The investment seeks reasonable long-term capital appreciation with a prudent approach to protection of capital from undue risks. The fund seeks to attain its objective by investing in a managed mix of equity and debt securities with 75% of assets invested in equity securities and 25% of its assets in debt or fixed income securities under normal circumstances. Up to 25% of the fund's total assets may be invested in securities issued by companies within a single industry.

Contact Information

Address One International Place
Boston,MA 2110
United States
Phone +1 8003435678

Top Executives

Name Title Since Until
G. Kenneth Heebner General Partner 1981 Now
Biography Mr. Heebner founded CGM with his partner Mr. Robert L. Kemp. Prior to establishing CGM, Mr. Heebner managed mutual fund portfolios at Loomis, Sayles & Company, Incorporated. In addition to the Funds, he currently manages other funds for which CGM serves as adviser. CGM relies to a considerable extent on the expertise of Mr. Heebner, who may be difficult to replace in the event he ceases to work for CGM. The SAI provides additional information about Mr. Heebner’s compensation, the other funds he manages and his ownership of Fund securities.
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