Commerce Shrt-Term Government Instl Commerce Funds P.O. Box 16931 St. Louis, MO 63105 Map
Phone: 800-995-6365
| Category: | Short Government | | Fund Family: | Commerce | | Net Assets: | 100.04M | | Year-to-Date Return: | 4.31% | | Yield: | 4.04% | | Morningstar Rating: |  | | Fund Inception Date: | 12-Dec-94 |
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Scott M. Colbert
Lead Manager since
12-Dec-94 | | | Colbert is a senior vice president and director with Commerce, his employer since 1993. Previously, he spent six years as a portfolio manager with Armco Investment Management, managing fixed-income investments for employee-benefit, insurance, and endowment funds. Colbert 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 current income consistent with preservation of capital. The fund normally invests at least 80% of assets plus any borrowings for investment purposes(measured at the time of purchase) in securities issued or guaranteed by the U.S. Government, its agencies or instrumentalities (including U.S. Treasury bills, notes and bonds) and government mortgage-backed securities. |
| Last Dividend
(30-Sep-09):
| 0.05 | | Last Cap Gain
(11-Dec-98):
| 0.01 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 142.72% |
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| Expense | CFSTX | Category Avg | | Total Expense Ratio: | 0.68%
| 0.88% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 2.75% | | Max Deferred Sales Load: | %
| 2.33% | | 3 Yr Expense Projection*: |
$ 265 | $597 | | 5 Yr Expense Projection*: |
$ 477 | $993 | | 10 Yr Expense Projection*: |
$ 1,088 | $2,116 |
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