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Commerce MidCap Growth CFAGX

Medalist Rating as of | See Commerce Investment Hub
  • NAV / 1-Day Return 44.06  /  0.50 %
  • Total Assets 214.5 Mil
  • Adj. Expense Ratio
    0.780%
  • Expense Ratio 0.780%
  • 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 0.30%
  • Turnover 53%

Morningstar’s Analysis CFAGX

Will CFAGX outperform in future?

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

A strong management team and sound investment process underpin Commerce MidCap Growth's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

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Portfolio Holdings CFAGX

  • Current Portfolio Date
  • Equity Holdings 80
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 15.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares Russell Mid-Cap Growth ETF

3.37
7,329,436
1.48
3,222,374
Technology
1.34
2,925,907
Healthcare
1.31
2,848,023
Industrials
1.31
2,847,840
Healthcare
1.30
2,824,643
Technology
1.28
2,795,872
Industrials
1.28
2,777,678
Healthcare
1.27
2,774,226
Technology
1.26
2,749,059
Financial Services