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 |
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. |
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Annual expense ratio: N/A |
Tax Efficiency: N/A |
Load Type:
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Load Percentage: N/A |
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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 |
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Fund Features: N/A |
Fund Strategy: N/A |
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