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Morningstar

Commerce Growth CFGRX

Morningstar Medalist Rating
Medalist Rating as of | See Commerce Investment Hub
  • NAV / 1-Day Return 39.41  /  1.62 %
  • Total Assets 205.2 Mil
  • Adj. Expense Ratio
    0.750%
  • Expense Ratio 0.750%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.19%
  • Turnover 36%

USD | NAV as of Sep 26, 2023 | 1-Day Return as of Sep 26, 2023, 10:16 PM GMT+0

Morningstar’s Analysis CFGRX

Will CFGRX outperform in 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.

A strong management team and sound investment process underpin Commerce 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 second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CFGRX

More CFGRX Holdings
  • Current Portfolio Date
  • Equity Holdings 64
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 48.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

11.97
26,397,969
Technology

Microsoft Corp

10.46
23,077,704
Technology

Alphabet Inc Class A

5.90
13,013,860
Communication Services

Amazon.com Inc

4.57
10,078,135
Consumer Cyclical

NVIDIA Corp

4.24
9,364,492
Technology

Tesla Inc

2.91
6,412,971
Consumer Cyclical

iShares Russell 1000 Growth ETF

2.81
6,193,766
—

Meta Platforms Inc Class A

2.59
5,720,463
Communication Services

Visa Inc Class A

1.42
3,124,961
Financial Services

Broadcom Inc

1.41
3,113,822
Technology