Dow Up 0.08% Nasdaq Down 0.30%

Capital Management Mid-Cap Inv (CMCIX)

20.78 Down 0.09(0.43%) Sep 19
Prev Close:20.87
YTD Return*:8.46%
Net Assets*:20.21M
Yield*:N/A

* As of 31-Aug-14

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

Headlines

  • No Headlines available for CMCIX at this time.

Top Holdings

Symbol% AssetsYTD Return %
SLXP4.9976.78
STZ4.4524.75
HSIC3.604.85
EGN3.5911.82
TUP3.38-21.27

Fund Basics

Morningstar Overall Rating:
Total Assets:20.21M
Category:Mid-Cap Growth
Annual Report Expense Ratio (net):2.25%

Performance & Risk

YTD Return:8.46%
5y Avg Return:13.66%
Rank in Category (ytd):15
% Rank in Category (ytd):1.97%
Beta (3y):1.18
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
Your browser doesn't support canvas
SETTINGS
Scrolling
Speed
Display
Price
Submit Feedback