Morningstar

Commerce Midcap Value Fund CFMVX

Medalist Rating as of Aug 31, 2026 See Commerce Investment Hub

Strategy

The investment seeks capital appreciation, and secondarily, current income. Under normal market conditions, the fund invests at least 80% of its net assets plus any borrowings for investment purposes in stocks, primarily common stocks, of mid‑cap issuers. These issuers will have public stock market capitalizations within the range of the market capitalization of companies constituting the Russell Midcap® Value Index at the time of investment. The equity capitalization range of public companies in the index was $451 Million to $54.5 Billion as of September 30, 2023.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
CFMVX	Commerce Midcap Value Fund	No Load	Open	—		Nov 13, 2023	$40.74M	0.710%	Below Average	$1,000	−$4.42M

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