CMBEX

About CMBEX

Curasset Capital Management Core Bond Fund Founders Class is an open-end mutual fund focused on investment‑grade fixed income. Its primary objective is to deliver total return through a blend of income and capital appreciation. According to the adviser, the portfolio is driven chiefly by sector allocation rather than large duration or yield‑curve bets, with a disciplined, risk‑controlled framework emphasizing downside mitigation and risk‑adjusted results. The team employs a shorter 6–12 month tactical horizon, predefined risk limits, and stop‑outs, reallocating among U.S. Treasuries, agency and non‑agency mortgage‑backed securities, corporate bonds, asset‑backed securities, and commercial mortgage‑backed securities as opportunities change. The fund generally maintains investment‑grade exposure under normal conditions and budgets risk across multiple drivers of total return. It is positioned within the intermediate core bond segment, offering a comparatively low net expense profile at the Founders share class level. Managed by sector specialists, the strategy seeks to outperform over a full monetary cycle through active sector rotation and dynamic risk management while avoiding exchange‑rate risk and limiting tracking error versus its benchmark.