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Commerce MidCap Growth Fund (CFAGX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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45.97-0.15 (-0.33%)
At close: 06:06PM EST

Commerce MidCap Growth Fund

Commerce Funds

P.O. Box 16931

St. Louis, MO 63105

Management Information
Joseph Williams,Lead Manager since February 28, 2006
Joseph C. Williams is the Senior Vice President and Portfolio Manager at Commerce Investment Advisors, Inc. Additionally, he serves on the Investment Policy Committee and the Equity Strategy Committee. Joe is the co-manager of the Commerce Growth and Mid-Cap Growth strategy. He received his bachelor of science degree from Drake University and is a member of both the Kansas City Society of Financial Analysts and the CFA Institute. He holds the Chartered Financial Analyst® designation.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryMid-Cap Growth
Fund FamilyCommerce
Net Assets282.02M
YTD Return-8.89%
Morningstar Rating★★★
Inception DateDec 11, 1994

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover69.00%
Average for CategoryN/A

Fees & Expenses

ExpenseCFAGXCategory Average
Annual Report Expense Ratio (net)0.78%1.09%
Prospectus Net Expense Ratio0.78%N/A
Prospectus Gross Expense Ratio0.78%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.36%
Max Deferred Sales LoadN/A1.27%
3 Yr Expense Projection249N/A
5 Yr Expense Projection434N/A
10 Yr Expense Projection967N/A