Nasdaq - Delayed Quote USD

Curasset Capital Mngmnt Ltd Trm Inc Fnds (CMIFX)

9.76
0.00
(0.00%)
At close: 8:00:26 PM EDT

Investment Information

Min Initial Investment
2,500
Min Initial Investment, IRA
25
Min Initial Investment, AIP
25
Min Subsequent Investment
2,500
Min Subsequent Investment, IRA
10
Min Subsequent Investment, AIP
10

Broker Availability

  • Pershing Retirement Plan Network
  • Mid Atlantic Clearing and Settlement

Fund Summary

Under normal market conditions, the fund invests at least 80% of its net assets, plus borrowings for investment purposes, in debt securities and in derivatives and other instruments that have economic characteristics similar to such securities. The portfolio managers’ overall strategy is to build a diversified portfolio of corporate and government bonds.

Fund Overview

Category Short-Term Bond
Fund Family Curasset Capital Management
Net Assets 337.52M
YTD Return 2.20%
Yield 4.78%
Morningstar Rating
Inception Date Dec 01, 2021

Performance & Risk

YTD Return 1.89%
5y Average Return 0.00%
Rank in Category (ytd) 57
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.18
Morningstar Risk Rating

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