Commerce MidCap Growth
Commerce Funds P.O. Box 16931 St. Louis, MO 63105
Map
Phone: 800-995-6365
| Category: | Mid-Cap Growth | | Fund Family: | Commerce | | Net Assets: | 48.75M | | Year-to-Date Return: | 25.39% | | Yield: | 0.04% | | Morningstar Rating: |  | | Fund Inception Date: | 12-Dec-94 |
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Joseph C. Williams III
Lead Manager since
12-Dec-94 | | | Williams is a vice president with Commerce Bank. He joined the firm in 1975 and became a member of its investment-management group in 1977. Williams holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $500 | | Min Subsequent Investment: | $250 | | Min Subsequent Investment, IRA: | $250 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long-term capital appreciation. The fund normally invests at least 80% of assets in mid-cap issuers that have public stock market capitalizations within the range of the market capitalization of companies constituting the Russell Midcap Growth index. It invests in stocks of companies that show the potential for above-average earnings growth, using a combination of quantitative and fundamental analysis. |
| Last Dividend
(29-Dec-08):
| 0.01 | | Last Cap Gain
(4-Dec-08):
| 0.89 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 130.04% |
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| Expense | CFAGX | Category
Avg | | Total Expense Ratio: | 1.22%
| 1.46% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | %
| 2.69% | | 3 Yr Expense Projection*: |
$ 387 | $716 | | 5 Yr Expense Projection*: |
$ 670 | $1,049 | | 10 Yr Expense Projection*: |
$ 1,477 | $2,071 |
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