CM Advisors Opportunity

 (MUTF:CMOGX)   Watch this mutual fund  
Find more results for MUTF:CMOGX

Performance

Trailing returns

1 day   +0.00%  
1 week
   
-0.21%  
4 week
   
-0.31%  
3 month
   
-1.83%  
YTD   +4.65%
   
1 year   +5.34%
   
3 years*   -  
5 years*   -  
*annualized
Best 3 month return+8.35%  
Worst 3 month return-12.37%  

Morningstar statistics

Morningstar category: Small Growth
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets1.24M 
Front load-  
Deferred load-  
Expense ratio1.61%  
Management fee-  
Fund familyCM Advisors 

Asset allocation

Cash38.52%  
Stocks55.27%  
Bonds0.00%  
Other6.22%  

Purchase information

Initial$2,500  
Additional$0  
IRA Initial$1,000  
AIP Initial$100  
AIP Additional$100  
9.670.00(0.00%)
Dec 14, 4:00PM EST

Description

The investment seeks long-term growth of capital. The fund invests primarily in common stocks of small cap U.S. companies that the Adviser believes show a high probability of superior prospects for above average growth. The fund advisor considers a small cap company to be one that has a market capitalization, measured at the time the fund purchases the securities, of the greater of (i) $2.5 billion or less or (ii) the capitalization of the largest company by market cap as reported by the Russell 2000 Growth Index. It may invest up to 25% of its net assets in foreign securities traded on foreign exchanges.
Fund filings (PDF) »
Asset manager:
Stephen Shipman (Started: Nov 1, 2010)
Advisor Company:
Van Den Berg Management I, Inc.
Fund family reports on Morningstar »
CM Advisors, 805 Las Cimas Parkway, Suite 430

Risk

  1 year 3 years 5 years 10 years  
Alpha* -8.39     -     -     -
Beta* 0.80     -     -     -
Mean annual return 0.34     -     -     -
R-squared* 89.69     -     -     -
Standard deviation 8.86     -     -     -
Sharpe ratio 0.45     -     -     -
* Against standard index

Top 10 holdings