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Capital Management Mid-Cap Inv (CMCIX)

20.05 Down 0.01(0.05%) Oct 29
Prev Close:20.05
YTD Return*:3.95%
Net Assets*:19.46M
Yield*:N/A

* As of 30-Sep-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for CMCIX at this time.

Top Holdings

Symbol% AssetsYTD Return %
SLXP4.9971.85
STZ4.4521.14
HSIC3.600.76
EGN3.59-1.09
TUP3.38-24.35

Fund Basics

Morningstar Overall Rating:
Total Assets:19.46M
Category:Mid-Cap Growth
Annual Report Expense Ratio (net):2.25%

Performance & Risk

YTD Return:3.95%
5y Avg Return:11.89%
Rank in Category (ytd):25
% Rank in Category (ytd):3.28%
Beta (3y):1.14
Morningstar Risk Rating:2

Fund Summary

The investment seeks long-term capital appreciation. The fund invests primarily in equity securities of medium-capitalization ("mid-cap") companies. The fund managers consider a mid-cap company to be one that has market capitalization within the range of $1.5 billion to $12.5 billion. The fund will invest at least 90% of its total assets in equity securities, of which at least 80% of its total assets will be invested in the equity securities of mid-cap companies. View More
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