The fund seeks to attain its objective by investing in a managed mix of equity and debt securities with 75% of assets invested in equity securities and 25% of its assets in debt or fixed income securities under normal circumstances. It may not invest more than 35% of its total assets in below investment grade debt and fixed income securities, commonly referred to as "junk bonds." Up to 25% of the fund's total assets may be invested in securities issued by companies within a single industry.

The average market capitalization across the CGM Mutual MF is 61.3B. The market cap for tickers in the group ranges from 2B to 340.4B. BAC holds the highest valuation in this group at 340.4B. The lowest valued company is BKE at 2B.

The average weekly volume growth across all stocks in the CGM Mutual MF was -53.93%. For the same stocks of the MF, the average monthly volume growth was -59.13% and the average quarterly volume growth was -83.28%

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows