LOMMX CGM Mutual Fund

This is an open ended mutual fund. 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. It may not invest more than 35% of its total assets in below investment grade debt and fixed income securities, commonly referred to as junk bonds. Up to 25% of the fund& 39 s total assets may be invested in securities issued by companies within a single industry.

0.00
As of 08/04/2021


Mutual Fund Information
Sponsor:     Capital Growth Management
Category1:  Asset Allocation
Category2:  US
Category3:  Moderate
Morningstar category:  Allocation--70% to 85% Equity
Investment style: Actively managed
Leverage factor:  1.00
Inception date:     08/04/2021
Market cap:     $0
Current yield:     0.00%
Fees:     0.0000%
All SEC Filings:  SEC Edgar Online
Summary Prospectus:  497
Semi-Annual filings:  N-CSR
Quarterly holdings:  NPORT
CUSIP:  
ISIN:    
Investment style: Actively managed

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