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CGM American Tax-Free

Note: The following information has not been updated by the vendor since 06/13/07.

Address:PO Box 449
Boston, MA 02117
Phone # for sales: 1 800 345 4048
Website: cgmfunds.com
Click link to request additional product information.
E-mail address: staff@CGMFunds.com

CATEGORY: MUTUAL FUNDS

Fund | Expenses | Performance | Additional Comments

Fund TOP

Fund name: CGM American Tax-Free
Symbol: CGMAX
Portfolio contains these types of investments: 

LA Hodge Util 9% - WA State GO 0% MD Howard Multi-Fam Hsg Chase Glen Dmd PR Infrasct Fin 5% - TX Harris Hlth Fac Dev Meml Hosp 5.125% CO E-470 Pub Hwy 5% - MA Tpk 5% - CA Los Angeles Regl Arpt Lease 6.875% - NY NYC GO 5.5% - TX Bexar Hlth Fac Dev Baptist Sys 5.375%
Minimum Investment: $2,500
1-Year Profit Projection: N/A
Brief fund description: 

CGM American Tax-Free Fund seeks income exempt from federal income tax. The fund normally invests at least 75% of assets in investment-grade municipal securities. It may invest up to 25% of assets in securities rated below investment-grade. Potential investments may include variable- and floating-rate obligations. The fund may invest no more than 20% of assets in bonds that are subject to the Alternative Minimum Tax. The fund places no limits on maturity; the average weighted maturity varies according to the outlook for interest rates.

Expenses TOP

Annual expense ratio: N/A
Tax Efficiency: N/A
Load Type: 
  • None
Load Percentage: N/A

Performance TOP

Performance 3 Months: 6.00
Performance Year to Date: 7.34
Performance 12 Months: 5.89
Performance 3 Years: 3.98
Performance 5 Years: 5.53

Additional Comments TOP

Fund Features: 

N/A
Fund Strategy: 

N/A

Fund | Expenses | Performance | Additional Comments

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