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CGM Focus Fund

NAS: CGMFX

GO
/zigman2/quotes/203752257/realtime

$

27.72

Change

-0.35 -1.25%

Sep 18, 2020

YTD return

-19.61%

5 yr avg return

-7.21%

Total net assets

304.30M

52 week low

52 week high

$19.83

$36.84

Yield

1.09%

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

451.00%

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

0.30

Dividend freq.

Annually

Capital gain (2019)

n/a

Capital gain (YTD)

n/a

Risk Measures

Alpha

-2.77

Beta

1.03

Standard deviation

7.47

R. squared

0.43

Min. Investment

Standard (taxable)

2500

IRA

1000

Compare:
Indexes
  • Dow(INDU) INDU
  • Nasdaq (COMP) COMP
  • S&P 500 (SPX) SPX
  • Global Dow (GDOW) GDOW
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/news/latest/company/us/cgmfx

MarketWatch News on CGMFX

  1. The Great Portfolio Stress Test: What One Bad Day Can Tell You

    3:31 p.m. April 9, 2020

    - Barron's Online

  2. These ‘diversified’ stock funds spread your money too thin

    5:01 a.m. Sept. 5, 2014

    - Conrad de Aenlle

  3. Top fund’s shareholders missed the party

    5:00 a.m. July 23, 2014

    - Paul A. Merriman

  4. Ascent of the Fallen Stars

    3:24 p.m. Jan. 7, 2014

    - Barron's Online

  5. Hot fund managers will burn you

    12:53 p.m. Aug. 5, 2013

    - Chuck Jaffe

  6. 7 mutual fund ads you’ll never see

    6:00 a.m. June 19, 2013

    - Paul A. Merriman

  7. New Movie, Same Tired Plot

    3:52 p.m. March 4, 2013

    - Barron's Online

  8. When to buy a new ETF

    9:01 a.m. Aug. 12, 2012

    - Chuck Jaffe

  9. How to buy ... hedge funds

    2:01 p.m. May 10, 2012

    - MarketWatch

  10. The Trouble at Fairholme

    3:42 p.m. Oct. 24, 2011

    - Barron's Online

  11. Time to buy small- and mid-caps: McKee

    2:17 p.m. Feb. 10, 2011

    - MarketWatch

  12. audio content Timing expert suggests move to small- and mid-caps

    9:21 p.m. Feb. 9, 2011

    - Chuck Jaffe

  13. Global, small-cap funds on shopping list

    7:35 p.m. Sept. 27, 2010

    - MarketWatch

  14. audio content McKee: Basic stock-bond hybrids are worth a look

    4:22 p.m. Sept. 27, 2010

    - Chuck Jaffe

  15. Market timing scores with tense investors

    2:02 p.m. July 16, 2010

    - Sam Mamudi

  16. Money for nothing, farewell to the decade

    1:01 a.m. Dec. 22, 2009

    - Brett Arends

  17. Hot funds often scald investors

    5:39 p.m. Nov. 13, 2009

    - Kurt Brouwer

  18. Why an investing expert owns 62 mutual funds

    3:12 p.m. May 31, 2009

    - Chuck Jaffe

  19. Time for mutual funds to cut fees

    1:18 a.m. April 20, 2009

    - Howard Gold

  20. Veteran bear says the end is nigh - and that's good

    1:06 a.m. March 5, 2009

    - Peter Brimelow

  21. Loading more headlines...

Lipper Leader

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

YTD Lipper Ranking: Quintile 5 (93th percentile)

Lipper Ranking & Performance

Fund return Category Index
(S&P 500)
% rank in category Quintile rank
YTD -19.61% -11.96% 4.20% 93% 5
1yr -16.13% -6.17% 12.50% 96% 5
3yr -17.83% 1.82% 12.00% 100% 5
5yr -7.21% 5.91% 13.40% 100% 5
10yr 0.34% 8.68% 13.8% 100% 5

Calculate Growth of 10k

Starting year:

Initial amount USD:

Estimated current value USD:

$31,532

Fund Comparison

Compare: Returns Risk Fees Holdings

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Investment focus:

Net assets:

Return timeframe:

Fund Details

Category

Multi-Cap Value Funds

Fund family

CGM Funds

Fund status

Open

Fund inception

September 3, 1997

Manager

Ken Heebner

Investment Policy

The Fund seeks long-term capital appreciation. The Fund is non-diversified and intends to achieve its objective by concentrating its investments in the equity securities of a smaller number of companies than more diversified funds. Typically invests in 15 to 35 firms at a time. May invest in sectors or foreign issuers.

/news/nonmarketwatch/company/us/cgmfx

Other News on CGMFX

  1. Mutual Fund Misfires of the Market - March 02, 2020

    10:10 a.m. March 2, 2020

    - Zacks.com

  2. 3 Mutual Fund Misfires to Avoid - February 12, 2020

    10:04 a.m. Feb. 12, 2020

    - Zacks.com

  3. The Dangers Of Portfolio Concentration

    4:38 a.m. May 26, 2018

    - Seeking Alpha

  4. Why Bother Picking Stocks?

    4:00 p.m. Dec. 13, 2017

    - Seeking Alpha

  5. Why Invest in CGM Focus Fund (CGMFX)?

    6:59 a.m. March 24, 2017

    - Zacks.com

  6. Ken Heebner's CGM Funds Share New 4th Quarter Stock Positions

    5:12 p.m. Feb. 10, 2017

    - GuruFocus.com

  7. You Market-Timers Are Going To Get Crushed

    11:00 a.m. Jan. 28, 2016

    - Seeking Alpha

  8. Natixis CGM Advisor Targeted Equity Fund: An End Of An Era

    12:55 p.m. Dec. 29, 2015

    - Seeking Alpha

  9. Quick Guide to CGM Focus Fund (CGMFX)

    5:00 a.m. Sept. 15, 2015

    - Zacks.com

  10. How Many Stocks Should Be In My Portfolio?

    8:27 a.m. July 22, 2015

    - Seeking Alpha

  11. Dumb Investment Of The Week: Concentrated Mutual Funds And ETFs

    9:37 a.m. Nov. 18, 2014

    - Seeking Alpha

  12. Top fund’s shareholders missed the party

    5:00 a.m. July 23, 2014

    - Paul A. Merriman

  13. Ascent of the Fallen Stars

    3:24 p.m. Jan. 7, 2014

    - Barrons.com

  14. 7 mutual fund ads you’ll never see

    6:00 a.m. June 19, 2013

    - Paul A. Merriman

  15. Loading more headlines...
Link to MarketWatch's Slice.