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Is CGM Realty Fund (CGMRX) Worth another Look?

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CGM Realty FundCGMRX seeks to provide a combination of income and long-term growth of capital. CGMRX invests the lion's share of its assets primarily in the equity securities of real estate companies as well as real estate investment trusts. CGMRX pays dividends quarterly and capital gains annually.

This Sector - Real Estate producthas a history of positive total returns for over 10 years. Specifically, the fund's returns over the 3, 5 year benchmarks; 3 year 10.2% and 5 year almost 9.7%. To see how this fund performed compared in its category, and other #1 and #2 Ranked Mutual Funds, please click here .

CGMRX's performance, as of the last filing, when compared to funds in its category was in the top 1% over the past 1 year, and in the top 5% over the past 3 years and in the top 5% over the past 5 years.

The CGM Realty Fund, as of the last filing, allocates their fund in top two major groups; Large Value and Emerging Market. Further, as of the last filing, Vale SA ADR, Bank of America Corporation and Citigroup Inc were the top holdings for CGMRX.

This Zacks Rank #2 (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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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.


The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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