Overview
While most fixed income funds focus on a security's income potential when building a portfolio, the CM Advisors Fixed Income Fund selects securities which the managers believe have significant appreciation potential. We believe this results in a portfolio which can maximize total return for investors.
Investment Style
Multisector Bond
Fund Objective
Preserve capital and maximize total return
Investment Strategy
To meet its investment objective, the Fund primarily seeks to purchase U.S. dollar-denominated fixed income securities that the Fund believes are undervalued. While the Fund may invest in all types of fixed income securities, the primary focus is on corporate bonds and U.S. Treasury securities. This Fund has no load and no 12b-1 fees.
Fund Literature:
Reports
- Annual Report
- Tailored Semi-Annual Report
- Financial Statements 8-31-2024
- NPORT Part F 5-31-24
- NPORT Part F 11-30-23
- Form N-PX 06-30-2024
For Retirement Accounts
- IRA Account Application
- IRS Form 5305 (please complete this form if you are opening a SEP IRA.)
- IRA Disclosure with Privacy Policy
- IRA Beneficiary Change Form (Please complete this form to change your beneficiary.)
- IRA Financial Disclosure Booklet