Curasset Capital Management Core Bond Fund Founders Class (CMBEX)

Overview

The described company operates as an investment fund, focusing primarily on the acquisition of investment-grade debt securities, commonly known as bonds. These financial instruments are issued by various entities, including governments and corporations, as a means of raising funds. Bondholders are essentially lenders to the issuer, as these debt securities represent a loan made by the investor to the issuer. The fund's strategy involves dedicating at least 80% of its net assets, in addition to any borrowings for investment purposes, to these types of securities. This approach indicates a conservative investment stance, prioritizing securities that are deemed to have a lower risk of default due to their investment-grade rating.

Products and Services

The fund's primary product offerings and services revolve around investment in debt securities. Each product or service is aimed at providing investors with opportunities to engage in the fixed income market while attempting to mitigate potential risks associated with investing.

• Investment-Grade Debt Securities: These are bonds issued by entities with a high credit rating, indicating a lower risk of default. Investing in these securities allows the fund and its investors to lend money to issuers (such as governments and corporations) with the expectation of receiving periodic interest payments in addition to the return of principal at maturity.
• Borrowings for Investment Purposes: To enhance potential returns, the fund may engage in borrowing strategies. This involves leveraging additional funds for investment in its core areas, specifically investment-grade bonds. Such strategies are used with caution to manage the inherent risk of borrowing, with the aim of amplifying investment outcomes for investors.