July 11, 2017 Comments (0) Blog

CM Advisors Small Cap Value (CMOVX) Investment Losses

CM Advisors Small Cap Value (CMOVX)
(Last Updated On: July 17, 2017)

Investigating Potential Claims involving CM Advisors Small Cap Value (CMOVX)

Have you suffered losses investing in CM Advisors Small Cap Value (CMOVX)?  If so, the securities attorneys of The White Law Group may be able to help you recover your losses by filing a FINRA arbitration claim.

According to Investment News, despite the fact that Standard & Poor’s 500 stock index rose 9.3% in the first half of this year, and the international MSCI EAFE index jumped 11.8%, some funds and ETFs managed to post losses.

One example is CM Advisors Small Cap Value (CMOVX). According to Morningstar, CM Advisors Small Cap Value (CMOVX) has dropped 18.5% since the beginning of the year, due to investing in industrials and energy. The investment seeks long-term growth of capital, according to Google Finance.

The fund invests primarily in equity securities of small capitalization companies that the Advisor believes are undervalued. Under normal circumstances, at least 80% of the fund’s net assets (including the amount of any borrowings for investment purposes) will be invested in small cap equity securities, which may include shares of other RICs, such as ETFs, that invest primarily in small cap equity securities. It typically invests in common stocks, although it may also invest in other equity securities.

The White Law Group is investigating the liability that brokerage firms may have for recommending CM Advisors Small Cap Value (CMOVX).

Brokerage firms are required to perform adequate due diligence on any investment they recommend and to adequately disclose the risks of any investment.  Additionally, brokerage firms are required to ensure that all investment recommendations made are suitable in light of the client’s age, investment experience, investment objectives, net worth, and income.

If it can be demonstrated that a brokerage firm failed to perform adequate due diligence, to properly disclose the risks, or recommended an investment unsuitably, the firm may be held responsible for any resulting losses in a FINRA arbitration claim.

Free Consultation

If you are concerned about investment losses in CM Advisors Small Cap Value (CMOVX) or another fund and would like a free consultation with a securities attorney, please call The White Law Group at 888-637-5510.

The White Law Group is a national securities arbitration, securities fraud, and investor protection law firm with offices in Chicago, Illinois and Vero Beach, Florida.

For more information on The White Law Group, visit http://www.whitesecuritieslaw.com.