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Capital Management Mid-Cap Instl Fund (CMEIX)

Fund performance review and position details on Capital Management Mid-Cap Instl Fund (CMEIX)

    Last Trade: $ on , Change: (0%)

Capital Management Mid-Cap Instl Fund (CMEIX) HighlightCapital Management Mid-Cap Instl Fund (CMEIX) Fund Summary

Capital Management Mid-Cap Instl Fund (CMEIX) statistics as of May 30, 2016

Category: Mid-Cap Growth
Fund Family: Capital Management
Net Asset: $17.89M
Yield: 0%
Year-to-Date Return: 3.57%
Morningstar rating: 4

 

Capital Management Mid-Cap Instl Fund (CMEIX) CostCapital Management Mid-Cap Instl Fund (CMEIX) Cost

Capital Management Mid-Cap Instl Fund (CMEIX) various investment related cost

Initial Investment: 25,000
Total Expense Ratio (Mid-Cap Growth average): 1.50% (1.28%)
Max Front End Sales Load: 0%
Max Back End Sales Load: 0%
Annual Holdings Turnover: 24.64%

 

Capital Management Mid-Cap Instl Fund (CMEIX) PerformanceCapital Management Mid-Cap Instl Fund (CMEIX) Performance

Most current Capital Management Mid-Cap Instl Fund (CMEIX) Performance

1-month Performance (Mid-Cap Growth category median performance): 1.40% (2.34%)
3-month Performance (Mid-Cap Growth category median performance): 10.00% (10.40%)
1 Year Performance (Mid-Cap Growth category median performance): 0.08% (-5.73%)
3 Year Performance (Mid-Cap Growth category median performance): 9.29% (8.38%)
5 Year Performance (Mid-Cap Growth category median performance): 8.90% (7.70%)
Number of Years of positive return: 15 years
Number of Years of negative return: 5 years
3 year Alpha (Mid-Cap Growth category average): -1 (-2.65)
3 year Beta (Mid-Cap Growth category average): 0.95 (1.02)
3 year Sharpe Ratio: 0.81
3 year Treynor: 9.72

Capital Management Mid-Cap Instl Fund (CMEIX) topholdingTop Stock Holdings in Capital Management Mid-Cap Instl Fund (CMEIX)

See stock holding change map for more historic information

StockWeightingPrice change (15 mins delay)
Henry Schein, Inc.6.14%0.00%
Ross Stores, Inc.5.49%0.00%
Constellation Brands, Inc. Comm5.38%0.00%
Newell Brands Inc. Common Stock5.25%0.00%
Cintas Corporation5.06%0.00%
Universal Health Services, Inc.4.81%0.00%
Snap-On Incorporated Common Sto4.65%0.00%
Verisk Analytics, Inc.4.26%0.00%
Thor Industries, Inc. Common St3.78%0.00%
Stanley Black & Decker, Inc. Co3.74%0.00%
*Note: The price change will reset to 0 after the midnight

 

Capital Management Mid-Cap Instl Fund (CMEIX) Portfolio AllocationCapital Management Mid-Cap Instl Fund (CMEIX) Fund Portfolio Allocation

Capital Management Mid-Cap Instl Fund (CMEIX) Fund Portfolio Allocation data as of 03/2016

Stock84.52%
Bond0%
Cash13.88%
Other1.6%

 

Capital Management Mid-Cap Instl Fund (CMEIX) CompareCompare with other Mid-Cap Growth category mutual funds

Below are some additional Mid-Cap Growth mutual funds generated out of our database

Fund1 Year3 year5 year
Capital Management Mid-Cap Instl0.089.298.90
Akre Focus Instl (AKRIX)1.8011.1515.02 Compare
Baron Asset Instl (BARIX)-1.9810.2810.08 Compare
Bright Rock Mid Cap Growth Instl (BQMGX)4.539.875.79 Compare

See top fund managers for Mid-Cap Growth Category Funds

 

Capital Management Mid-Cap Instl Fund (CMEIX) PerformanceOther Financial Data Web Sites on Capital Management Mid-Cap Instl Fund (CMEIX)

Addition research sites for Capital Management Mid-Cap Instl Fund (CMEIX)

 

Capital Management Mid-Cap Instl Fund (CMEIX) Related ResourcesSee more information on Capital Management Mid-Cap Instl (CMEIX) Fund

Popular pages on Capital Management Mid-Cap Instl (CMEIX) Fund

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