Morningstar

Commerce Growth Fund CFGRX

Morningstar Medalist Rating
Medalist Rating as of | See Commerce Investment Hub
  • NAV / 1-Day Return 49.77  /  0.00
  • Total Assets 188.5M
  • Adj. Expense Ratio
    0.730%
  • Expense Ratio 0.720%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.09%
  • Turnover 30%

USD | NAV as of Jul 20, 2026 | 1-Day Return as of Jul 20, 2026, 10:33 PM GMT+0

Morningstar’s Analysis CFGRX

Will CFGRX 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 CFGRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CFGRX 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 CFGRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Commerce 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
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Portfolio Holdings CFGRX

More CFGRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 62.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

13.57 27M
Technology

Apple Inc

12.04 24M
Technology

Microsoft Corp

9.59 19M
Technology

Alphabet Inc Class A

6.75 14M
Communication Services

Broadcom Inc

5.44 11M
Technology

Amazon.com Inc

4.64 9M
Consumer Cyclical

Tesla Inc

3.21 6M
Consumer Cyclical

Meta Platforms Inc Class A

3.06 6M
Communication Services

Eli Lilly and Co

2.29 5M
Healthcare

Palo Alto Networks Inc

1.52 3M
Technology

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