Curasset Capital Management Core Bond Fund Founders Class
CMBEX
NASDAQ
Rating
Reward
Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
Front End Fee
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Top Holdings
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Performance
Beta
7-Day Total Return
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2-Year Total Return
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Last Bull Market Total Return
Last Bear Market Total Return
Forward Dividend Yield
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Price
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52-Week Low
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NAV
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1-Month High
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52-Week High
Company Information
Provider
Curasset Capital Management
Manager/Tenure
(Years)
(Years)
Avinand Joseph Jutagir (3), Peter A. Strzalkowski (3), Benjamin Rockmuller (1)
Website
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Address
Curasset Capital Management
Newark NJ - 07102
Newark NJ - 07102
Country
United States
Phone Number
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Investment Strategy
The investment seeks to provide total return, comprised of income and capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets, plus borrowings for investment purposes, in investment-grade debt securities (generally referred to as “bonds”). A debt security is a security representing money borrowed by the issuer that must be repaid.