The performance quoted represents past performance and does not guarantee future results. The investment return and principal value of an investment will fluctuate thus an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted herein. For performance data current to the most recent month-end, please call 800-343-5678 or visit www.cgmfunds.com.
Heebner is general partner and portfolio manager with Capital Growth Management, instrumental in helping launch the firm in 1990. Previously, he spent 12 years as the head of the portfolio management group for Loomis Sayles & Company. Heebner also served as vice president with Scudder Stevens and Clark from 1971 to 1976. He began his career in 1965 as an economist with A & H Kroeger.
Heebner holds the Chartered Financial Analyst designation.
Sales Charge %
(taken from prospectus dated 2013-06-30)
Expense Ratio %
based on net assets
(taken from annual report dated 2012-12-31)
Data on this page does not include the fund's short positions (if any).