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    Capital Management Mid-Cap Inv (CMCIX)

    18.92 Up 0.38(2.05%) Aug 27
    Prev Close:18.92
    YTD Return*:5.45%
    Net Assets*:21.06M
    Yield*:N/A

    * As of 31-Jul-15

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

    Headlines

    • No Headlines available for CMCIX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    STZ4.51N/A
    ROST4.09N/A
    HSIC4.07N/A
    CTAS3.96N/A
    SNA3.93N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:21.06M
    Category:Mid-Cap Growth
    Annual Report Expense Ratio (net):2.25%

    Performance & Risk

    YTD Return:5.45%
    5y Avg Return:12.93%
    Rank in Category (ytd):68
    % Rank in Category (ytd):8.88%
    Beta (3y):0.99
    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 $2.5 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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