Curasset Capital Management Limited Term Income FundCMIFX

MUTUAL FUNDCurasset
Type
Mutual fund
Peer group
Taxable bond
Net assets
$365.0M
Expense ratio
0.44%
1-year return
+4.2%
3 years, a year
+4.9%
5 years, a year
—
Holdings
252

What it aims to do.

The investment objective of the Curasset Capital Management Limited Term Income Fund (hereafter referred to as the Limited Term Income Fund or the Fund) is to seek income.

Top 10 holdings.

Holding% of fund
Default16.99%
Default15.38%
Default5.76%
Default2.74%
Default2.41%
Default1.71%
Default1.54%
Default1.46%
Default1.38%
Default1.37%

More on CMIFX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.