CMIFX

About CMIFX

Curasset Capital Management Limited Term Income Fund Founders Class is an open‑end mutual fund focused on short‑duration, investment‑grade fixed income. Its primary objective is to generate income while maintaining relatively low interest rate sensitivity by concentrating on securities with durations typically between one and three and a half years, aligning it with the short‑term bond category. The portfolio is predominantly allocated to bonds, with minimal equity exposure, and holds a meaningful allocation to U.S. Treasury notes alongside government money market holdings, reflecting an emphasis on liquidity and high credit quality. Recent disclosures show the fund invests the vast majority of assets in fixed‑income instruments, with bonds comprising over ninety percent of the portfolio. Within the short‑term bond landscape, the strategy aims to provide a stable income profile and moderate volatility relative to longer‑duration peers, making it a tool for investors seeking core short‑maturity exposure and cash‑flow management in fixed income allocations. Reported yield metrics and portfolio statistics indicate an income-oriented approach with controlled risk parameters consistent with its category mandate.