CMIFX Mutual Fund
NAV$9.64
AUM$315M
TER0.44%
Holdings252
CMIFX Mutual Fund
NAV$9.64
Curasset Capital Management Limited Term Income Fund Founders class
AUM$315M
TER0.44%
Holdings252
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Showing 10 of 252 holdings(as of Mar 31, 2026)Top 10 Weight: 50.75%
CMIFX Mutual Fund Top Holdings
CMIFX holdings top 10 positions. The top 10 holdings account for 50.8% of the fund, led by United States Treasury Note/Bond 3.75 2026-08-31 at 17.0%, MONEY MARKET FUND at 15.4%, United States Treasury Note/Bond 4.000% Jan 15, 2027 at 5.8%.
CMIFX portfolio concentration is relatively high, with the top 10 representing 50.8% of total assets. The largest sector exposure is Financials at 60.1%.
CMIFX sector allocation provides a detailed breakdown. CMIFX overlap tool shows how holdings compare to other funds in your portfolio.