CGMRX (CGM Tr:Realty Fund)
Net Asset Value: 28.70 1-Day Return: 0.07 (0.24%) YTD Return as of 5/24/12:Up 7.26%

Classification: Real Estate   Objective: Real Estate   Open to New Investors: Yes

Lipper Rating

Total Return Consistent Return Preservation Tax Efficiency Expense

The Lipper Leader system ranks a fund in the following categories: Total Return; Consistent Return; Preservation; Tax Efficiency; and Expenses. Funds are rated in ascending order on a numeric scale of 1 to 5, with '1' representing funds with the lowest rating, and '5' representing the highest rated funds and funds that are Lipper Leaders. Click here for more detail.

NAV Chart | Growth of $10,000
Fund Chart
Find a Broker »

Total Returns (As of 5/24/2012)

More
 YTD1Yr3Yr5Yr10Yr
Fund 7.26 0.32 29.59 4.22 17.16
Classification 9.21 7.57 31.36 0.54 9.70
Index (S&P 500) 5.90 2.60 16.60 -0.50 4.10
% Rank in Class (1-best,100=worst)97997752

Fund Stats

More
Investment Objective:Real Estate
Net Assets ($Mil)1,683.00
Inception Date:5/13/94
Manager Name, TenureG. Kenneth Heebner, 1994
Expense Ratio: 0.88%
Sales Charge:
Load Type:
  
No Load
0.00%
0.00%

Top 10 Holdings (As of 12/31/11)

More
Company NameSymbol% Net Assets
Simon Property Group Inc SPG 9.23
Public Storage PSA 6.92
Digital Realty Trust Inc DLR 6.57
Avalonbay Communities Inc AVB 6.50
Essex Property Trust Inc ESS 6.44
Sl Green Realty Corp SLG 6.37
Host Hotels And Resorts Inc HST 6.16
Equity Residential EQR 6.13
Boston Properties Inc BXP 6.04
Cbre Group Inc Ord CBG 5.32
% of Total Holdings 65.68

View Overview for:

tools

Stock Screener

Portfolio Tracker

See More Tools
From the Magazine
Read More Read More Read More Read More

Also