CMAFX Rating, Research - Cm Advisors

Cm Advisors (cmafx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 93

Threats + Weaknesses = 63

When strengths & opportunities substantially exceed threats & weaknesses an investment in the cmafx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Cm Advisors (CMAFX) Description: CMAFX is a mutual fund, which is an investment that owns a basket of assets. The CMAFX mutual fund was provided by Cm Advisors and this investment vehicle derives the majority of its value from equity holdings (stocks). Cm Advisorss mutual fund has a medium management tenure and is in the average fund size classification. CMAFXs minimum initial investment amount is $2500 while the IRA minimum is $1000. CMAFXs expense ratio is roughly 1%. The latest CMAFXs front end load was 0% and the back end load was 0%. The Cm Advisors (CMAFX) mutual fund falls under the large-cap mixed category. CMAFX focuses its investments in USA and CMAFX is not affiliated with a particular industry or fund sector. The Cm Advisors (CMAFX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find CMAFXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of CMAFXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital. Each proven sub-advisor manages a portfolio typically composed of between 8 and 15 stocks (see stock research). The fund typically invests in the securities of mid- and large-sized U. S. companies, although the managers have flexibility to invest in the securities of small companies; additionally, it can invest up to 50% of assets in foreign securities, including in emerging markets. The funds investments in distressed companies typically involve the purchase of high-yield bonds (??junk bonds?), bank debt or other indebtedness of such companies. It is non-diversified.

Management Analysis Update

Performance Analysis Update