CMBAX Mutual Fund

CMBAX Mutual Fund

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Fund Essentials

Net Assets
-
Expense Ratio
0.89%
Dividend Yield (Current)
-
Holdings
267
Inception Date
Apr 29, 2005
Fund Family
Curasset Capital Management LLC
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO

Performance

Asset Allocation

Bonds: 98.80%
Cash: 1.20%
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

CMBAX Mutual Fund Overview

CMBAX Mutual Fund (Curasset Capital Management Core Bond Fund Class A) is managed by Curasset Capital Management LLC. CMBAX expense ratio is 0.89%, holding 267 positions across various sectors. Inception date: 2005-04-29.

CMBAX performance shows data across multiple time periods..

CMBAX top holdings include a diversified portfolio. Go to all CMBAX holdings, CMBAX sectors, or CMBAX dividends.

CMBAX can be compared against other funds. Use CMBAX overlap to find shared positions, or CMBAX vs another fund for a side-by-side view. CMBAX alternatives are available via the screener, along with tax-loss harvesting opportunities.