Curasset Capital Management Limited Term Income FundCMIVX
Type
Mutual fund
Peer group
Taxable bond
Net assets
$365.0M
Expense ratio
0.84%
1-year return
—
3 years, a year
—
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 |
|---|---|
| Default | 16.99% |
| Default | 15.38% |
| Default | 5.76% |
| Default | 2.74% |
| Default | 2.41% |
| Default | 1.71% |
| Default | 1.54% |
| Default | 1.46% |
| Default | 1.38% |
| Default | 1.37% |
More on CMIVX.
- CMIVX overview
- CMIVX holdings
- CMIVX risk
- CMIVX costs
- CMIVX money in and out
- CMIVX share classes
- Compare CMIVX with other funds
Returns after fees, from the fund's SEC filings. Past returns are not a promise. Not financial advice.