CM Advisors Fixed Income holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
CM Advisors Fixed Income Fund CMFIX
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Morningstar’s Analysis CMFIX
Will CMFIX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the CMFIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of CMFIX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
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- % Assets in Top 10 Holdings 26.9
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Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
PHI Group Inc | 11.06 | 3M | Industrials |
Allspring Treasury Plus MMkt Inst | 5.94 | 2M | Cash and Equivalents |
JPMorgan Chase & Co. 1.1% | 2.10 | 648,668 | Cash and Equivalents |
Occidental Petroleum Corp. 7.875% | 2.03 | 626,313 | Corporate |
United Rentals (North America), Inc. 5.25% | 1.94 | 600,162 | Corporate |
Exelon Corp. 7.6% | 1.82 | 561,041 | Corporate |
Olin Corporation 5% | 1.81 | 558,067 | Corporate |
Masco Corporation 7.75% | 1.74 | 536,311 | Corporate |
Polaris Inc. 6.95% | 1.69 | 522,108 | Corporate |
Corning Incorporated 7.25% | 1.63 | 502,613 | Corporate |
United States