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CMG Tactical Bond;I

NAS: CHYOX

GO
/zigman2/quotes/210111782/realtime

$

9.59

Change

0.00 0.00%

Jun 4, 2020

YTD return

-1.67%

5 yr avg return

1.72%

Total net assets

36.60M

52 week low

52 week high

$9.59

$9.85

Yield

2.55%

Fees & Expenses

Front load

0.00%

Deferred load

0.00%

Max. redemption fee

0.00%

Total expense ratio

1.32%

12 b-1

n/a

Turnover

433.00%

Expense Calculator

Amt Invested:

Timeframe:

Total expense ratio:

Front load:

Deferred load:

Expense projection:

Estimated Total:

* Expense Calculator results are based on the fund's past performance. Preferred load may be less. Check with your fund company for exact values.

Distributions

Income dividend

0.00

Dividend freq.

Monthly

Capital gain (2019)

n/a

Capital gain (YTD)

n/a

Risk Measures

Alpha

0.08

Beta

0.08

Standard deviation

0.73

R. squared

0.26

Min. Investment

Standard (taxable)

15000

IRA

15000

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/news/latest/company/us/chyox

MarketWatch News on CHYOX

  1. These funds and managers deserve a lump of coal

    5:42 a.m. Dec. 15, 2014

    - Chuck Jaffe

Lipper Leader

Total Return: 4 Consistent Return: 3 Preservation: 4 Tax Efficiency: 5 Expense: 1

YTD Lipper Ranking: Quintile 1 (4th percentile)

Lipper Ranking & Performance

Fund return Category Index
(Barclay US Agg)
% rank in category Quintile rank
YTD -1.67% -5.52% 5.47% 4% 1
1yr 1.06% 0.11% 9.42% 49% 3
3yr 1.64% 1.84% 5.07% 65% 4
5yr 1.72% 3.02% 3.94% 90% 5
10yr n/a 5.57% 3.92% n/a 0

Calculate Growth of 10k

Starting year:

Initial amount USD:

Estimated current value USD:

$11,092

Fund Comparison

Compare: Returns Risk Fees Holdings

Find Another Fund

Investment focus:

Net assets:

Return timeframe:

Fund Details

Category

Global High Yield Funds

Fund family

n/a

Fund status

Open

Fund inception

October 6, 2014

Manager

Stephen Blumental

Investment Policy

The Fund seeks total returns over a complete market cycle through capital appreciation and income. The Fund invests in high yield fixed income securities, directly or by investing in other mutual funds or ETFs which invest primarily in high yield bonds and other debt securities that are rated below investment grade.

Top Holdings

Company Symbol % of total net assets
/news/nonmarketwatch/company/us/chyox

Other News on CHYOX

No News currently available for CHYOX

Link to MarketWatch's Slice.