
could explain this in a plain example certainly for my benefit and perhaps for others as well. Two hot funds some to mind like CGMFX (does any one remember that one) and FAIRX. Both had some good years and assets balloned. Now hot money is gone and return
a( -$11k) Hit on profits or not? CGMFX ( Focus Fund) is Down -21% yet ( about -$6,000) CGMFX : CGM Focus Fund Chart | Morningstar WWNPX Is Down ..... Funds- can go up+10% over nite! - CGMFX went up +66% in 03' and +80% in
is prized in the market and sinks when it isn't. CGM Focus CGMFX is still up 10.7% compared with 3.8% for the S ..... Dividend Investor, Vanguard Capital Opportunity, and CGM Focus hold down the top three slots. However, two new funds
can go in it adn Being Retired, I don't "earn" anymore $.. So this is It.. 4. It's Been Into Some Equity funds - CGMFX , CGMRX, FAIRX and About $5k in a Intermed Bond Fund, VBIIX. since 02'...and just left it alone.. Only out of Negligence
within this group, many have had as much trouble buying and selling these funds as have those in other asset classes. CGM Focus CGMFX is a case in point and an extreme one at that. The fund's 10-year trailing return was an annualized gain of 6
this out correctly? Right now I am 12% Bond, 56% US Stock, 9% Emerging Markets, 21% Cash, 2% other Here are my holdings: VFIAX, FBRVX, VGTSX, VGSTX, VBISX, CGMFX , VMMXX, OPRMQ Any Advice is greatly appreciated! Thanks! April
make or Break Year for Mr. B. and Fairholme.. and I would assume Both GNMA's and REITS ought do Ok as well? Sure hope so, My CGMRX/ CGMFX needs all the Help it can get..besides my Position in FAIRX .. Keep Your Fingers Crossed!
One of these funds deserves another chance, but the other three have got to go.
Fund attracts scores of new investors. Fund struggles. Investors depart. Whether it's Legg Mason Value LMVTX, CGM Focus CGMFX , or Fairholme, investors have a way of glomming on to funds after they've enjoyed a strong runup, then departing
in this group is Ken Heebner's CGM Focus CGMFX , which currently has two thirds ..... quarter, just barely better than CGM Focus . Of course, such trends don ..... near the top of their category ( CGM Focus ) and others near the bottom