Fund Profile



CGM Realty is a power fund with a goal to keep growing its 880 million dollars in assets through the purchase of stocks that are anticipated to have a high yield. The fund had a minimum investment of $2,500.

Fund Performance and Ratings

When it comes at looking for high performing funds, CGM Realty is one to watch. It has a five star rating as a low risk, high return investment opportunity. It also has performed at the top 10% of its market group.

Where Does it Invest?

The CGM Realty mutual fund has put its money into stocks, with 99 percent of its holdings being stocks and only .8 percent held in cash assets. The stocks are 90% in the financial service arena and 9 percent in the industry materials sector. This is a higher risk choice but also one where there is a greater chance to see a profit.

Who's in Charge?

G. Kenneth Heebner is a powerhouse when it comes to investing in the markets. He is currently responsible for a large portion of CGM Realty's holdings. Heebner is seen as a person who has his fingers on the pulse of the market, marking a note that the market was going to likely see some tough times before everyone else caught on to the economic downturn we are now struggling through.

How does it Choose Investments?

The focus of CGM Realty is making money grow. From small to giant markets the fund's holdings run the gamut with the majority in the middle range of growth stocks.

What's in the Portfolio?

As a part of the CGM Realty fund are Digital Trust Realty, Federal Realty Investment Trust, Alexandria Real Estate Equities, Essex Property Trust, Entertainment Properties Trust and Kimco Realty Corporation.

Adding to Your Portfolio

When you consider adding any stock or mutual fund to your portfolio, this should be taken on carefully. This is even more so the case when it happens to be a fund with a higher buy-in. In this case CGM Realty has a minimum buy in of $2,500. That means you need to be sure this is where you want to put your money before you invest. This is why it is vital that you not only have an online broker that can help you make a purchase of the funds you are interested in, but also will be able to offer you the research, news and advice you need to be sure you are making a wise purchase decision.

REITBuyer.com is the broker you need to use. They are the first and only online brokerage that specializes in REITs and Real Estate Mutual Funds. This is all they focus on and therefore they are more in tune with what this market is doing than anyone else. Setting up your portfolio through them will offer you that same insight, and make you all the wiser and more profitable in the long run.

This article was written by Earl E. Bird, III, spokesperson for the REIT Buyer.com, a full service online information resource dedicated to assisting investors who are interested in learning more about Real Estate Investment Trusts (REITs), Real Estate Mutual Funds and how to invest in them. Visit http://www.reitbuyer.com to learn more.