How To Get A Cgm Without Diabetes
Address And Details
| One International Place , Boston, MA 02110 | |
|---|---|
| Fund Manager | Ken Heebner |
| Manager Tenure | 24 Years 2 Months |
Strategy And Objective
The Fund s investment objective is long-term growth of capital. The Fund s investment objective is long term growth of capital. The Fund intends to pursue its objective by investing a significant portion of the Fund s assets in a smaller number of companies, industries and/or sectors than other diversified mutual funds. The Fund typically invests in stocks of between 20-40 companies at one time. Up to 25% of the Fund s total assets may be invested in securities issued by companies within a single industry. The Fund may invest in securities of U.S. and foreign issuers. There is no limit on the extent to which the Fund may invest in foreign companies or be exposed to issuers from any particular country. The Fund may invest in securities of issuers of any size. If market conditions so warrant, the Fund may establish short positions in specific securities or stock indices. While the Fund expects to invest primarily in equity securities, the Fund may also invest in debt and fixed income securities, including below investment grade debt and/or fixed income securities, commonly referred to as junk bonds. The Fund's investment adviser employs a flexible investment style and seeks to take advantage of opportunities as they arise. As a consequence of the Fund s investment strategy, the Fund generally has a high rate of portfolio turnover.
Net Asset Value
- 5D
- 1M
- 3M
- 1Y
- 5Y
as of 4:23 PM ET 11/22/2021
Performance
- 1 Week
- -1.54%
- 1 Month
- +0.94%
- 3 Months
- +11.53%
- 1 Yr Return
- +51.91%
- 5 Yr Return
- +12.85%
Equity Sector Breakdown
| RetailTrade | 32.42% | |
| Finance | 21.04% | |
| IndustrialCyclical | 11.94% | |
| Energy | 5.50% | |
| NonDurables | 5.46% | |
| Utilities | 5.06% | |
| Health | 5.03% | |
| Services | 4.46% | |
| ConsumerDurables | 0.38% | |
| Technology | n/a |
Asset Allocation
| Asset Type | % Of Allocation | |
|---|---|---|
| Stocks | 98.26% | |
| ForeignStocks | 2.15% | |
| Cash | 0.00% | |
| Bonds | 0.00% | |
| Preferred | 0.00% | |
| Convertible | 0.00% | |
| Other | 0.00% | |
| ForeignBonds | 0.00% | |
| ForeignHedged | 0.00% | |
| Total Net Assets | 399.00 M | |
|---|---|---|
Risk Measures
| Criteria | 3 Years | 5 Years | 10 Years |
|---|---|---|---|
| Alpha | -16.28 | -10.14 | -9.97 |
| Beta | 0.94 | 0.94 | 1.09 |
| R Squared | 0.41 | 0.38 | 0.45 |
| Std Deviation | 27.29 | 23.54 | 21.18 |
| Sharpe Ratio | 0.05 | 0.25 | n/a |
Purchase Information
as of 5:46 PM ET 11/19/2021
| Minimum Initial | $2500 |
|---|---|
| Minimum Additional | $50 |
| Minimum Initial IRA | $1000 |
Performance
| Timeframe | Average Annual Current Performance Monthly As Of 10/31/2021 | Average Annual Current Performance Quarterly As Of 09/30/2021 | Avg Annual Current Performance Monthly As Of 10/31/2021 | Avg Annual Current Performance Quarterly As Of 09/30/2021 |
|---|---|---|---|---|
| 1 Year |
|
| +58.75% | +53.54% |
| 3 Year |
|
| -1.41% | -3.56% |
| 10 Year |
|
| +4.69% | +6.00% |
| Life Of Fund |
|
| +9.12% | +9.01% |
Top 10 Holdings
| Symbol | Company Name | % Of Assets |
|---|---|---|
| BKE | BUCKLE INC/THE | 6.61% |
| PM | PHILIP MORRIS INTERNATIONAL | 5.46% |
| OMF | ONEMAIN HOLDINGS INC | 5.41% |
| DKS | DICK S SPORTING GOODS INC | 5.27% |
| BBY | BEST BUY COMPANY | 5.19% |
| PRU | PRUDENTIAL FINANCIAL INC | 5.14% |
| CLF | CLEVELAND CLIFFS INC | 5.13% |
| SIG | SIGNET JEWELERS LTD | 5.06% |
| SEM | SELECT MEDICAL HOLDINGS CORP | 5.03% |
| BAC | BANK OF AMERICA CORPORATION | 4.65% |
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How To Get A Cgm Without Diabetes
Source: https://www.thestreet.com/quote/cgmfx
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