Morningstar

Commerce MidCap Growth Fund CFAGX

Morningstar Medalist Rating
Medalist Rating as of | See Commerce Investment Hub
  • NAV / 1-Day Return 37.94  /  −0.81 %
  • Total Assets 123.6M
  • Adj. Expense Ratio
    0.840%
  • Expense Ratio 0.830%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.07%
  • Turnover 74%

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 12:11 AM GMT+0

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.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings CFAGX

More CFAGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 25.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Vertiv Holdings Co Class A

3.82 5M
Industrials

Howmet Aerospace Inc

3.21 4M
Industrials

Datadog Inc Class A

2.81 4M
Technology

Quanta Services Inc

2.45 3M
Industrials

Monolithic Power Systems Inc

2.34 3M
Technology

Hilton Worldwide Holdings Inc

2.31 3M
Consumer Cyclical

Royal Caribbean Group

2.24 3M
Consumer Cyclical

Cloudflare Inc

2.23 3M
Technology

NetApp Inc

2.01 3M
Technology

Comfort Systems USA Inc

1.99 3M
Industrials

Sponsor Center