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If I had invested $100,000 into this fund 10 yrs ago about how much money would I have today?


CGM Trust Focus Fund CGMFX

Load Type No load
It will typically have either no load or a very low load, and either no or a very low 12b-1 fee.

Total Expense Ratio 1.02%
The total fees and expenses charged by a fund for all the various services needed to run the fund.

Actual 12b-1 Fee Ratio --
Historical amount of distribution-related and/or shareholder servicing expenses paid by a fund over its latest fiscal year, which was paid pursuant to the fund's 12b-1 distribution plan.

Maximum 12b-1 Fee Ratio --
The maximum contractual amount of distribution-related marketing and/or shareholder servicing fees payable under a distribution plan adopted pursuant to Section 12b-1 of the Investment Company Act of 1940.

1 yr = +58.98%
5 yr = +35.75%
10 yr = +24.67%
Inception = +23.19% 9/3/97

I WILL GIVE A BEST ANSWER TO THE PERSON THAT ANSWERS THE QUESTION.

Please provide the details on how you came to your answer and assume that I'm in a 28% tax bracket.

Keep in mind ALL possible expense charges in your calculations.

the fund made 24.67%/year in medium on the last 10years.
with compound interest that mean 100.000 X (1.2467 power 10) = $907.025 after 10 years...
profit is $807.025 you paid 28% (225,967) taxes (if you keep 10 yrs without selling or buying this 10 years). so you will end up with $581.057 net profit.
Keep in mind if you would keep 10 yrs and have a profit of 807k... I don't know if your braket is still 28%....
Hope I calculate correct....

Answer 1 is correct.

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