Morningstar

Commerce MidCap Growth Fund CFAGX

Morningstar Medalist Rating
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Medalist Rating as of See Commerce Investment Hub
  • NAV / 1-Day Return$36.48  /  −1.08%
  • Fund Size$101.6M
  • Adjusted Expense Ratio0.640%
  • Net Expense Ratio0.830%
  • Fee Level: DistributionLow
  • Share Class TypeNo Load
  • Morningstar CategoryMid-Cap Growth
  • Equity Style Box (Funds)Mid Growth
  • Minimum Initial Investment$1,000
  • Investment StatusOpen
  • TTM Yield0.07%
  • Turnover Ratio74%
NAV and 1-Day Return as of

Morningstar’s Analysis CFAGX

Will CFAGX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CFAGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CFAGX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CFAGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Commerce MidCap Growth holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

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Portfolio Holdings CFAGX

More CFAGX Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings22.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Lumentum Holdings Inc

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Datadog Inc Class A

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Exelixis Inc

1.902M
Healthcare

Neurocrine Biosciences Inc

1.822M
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Robinhood Markets Inc Class A

1.792M
Financial Services

NetApp Inc

1.702M
Technology

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