facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck

CM Advisors Fixed Income Fund

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: