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Fund Intelligence | Best Managers | CFAGX Insights | CFAGX Score | CFAGX Performance | CFAGX Manager | CFAGX News | CFAGX Allocation | CFAGX Holdings Change

Mutual Fund Insights: Commerce MidCap Growth Fund (CFAGX)

In-depth Analysis of Commerce MidCap Growth Fund (CFAGX)

Mutual fund chart: Commerce MidCap Growth Fund (CFAGX)

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See Commerce MidCap Growth Fund (CFAGX) performance details as of January 31, 2010

  

    Last Trade: $28.23 on 3/18/2010, Change: -0.08 (-0.28%)
Experiment our closing price forecasting tool for Commerce MidCap Growth Fund (CFAGX) (alpha release)

  

Fund Manager - Joseph C. Williams III

Fund Manager Tenure: 15.3 years
Fundmojo Fund Grade: C (Score: 0.5)     (What does this score mean?)
Williams is a vice president with Commerce Bank. He joined the firm in 1975 and became a member of its investment-management group in 1977. Williams holds the Chartered Financial Analyst designation.  Get more insights on Joseph C. Williams III

  

What we like about Commerce MidCap Growth Fund (CFAGX) What we like about Commerce MidCap Growth Fund (CFAGX)

Data for Commerce MidCap Growth Fund (CFAGX) as of January 31, 2010

  • Commerce MidCap Growth Fund (CFAGX) management has been with Commerce MidCap Growth Fund for 15.3 years
  • Commerce MidCap Growth Fund (CFAGX) has good Long-term performance (5-year return 1.98% vs 1.43% Mid-Cap Growth category average)
  • Commerce MidCap Growth Fund (CFAGX) ratio of up-years vs down years is greater than 2
  • Commerce MidCap Growth Fund (CFAGX) has an annual stock turnover rate of 58.00% vs Mid-Cap Growth average of 138.22%. It is good that Commerce MidCap Growth management does not trade extensively for its return.
  • Commerce MidCap Growth Fund (CFAGX) is less volatile than its peers as it has a 3-year Standard Deviation of 21.67, lower than category average of 23.72
  • Commerce MidCap Growth Fund (CFAGX) has a lower management fee than its Mid-Cap Growth average: 1.22% vs 1.46%
  • Commerce MidCap Growth Fund (CFAGX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Commerce MidCap Growth Fund (CFAGX) What we are cautious about Commerce MidCap Growth Fund (CFAGX)

Data for Commerce MidCap Growth Fund (CFAGX) as of January 31, 2010

  • Commerce MidCap Growth Fund (CFAGX) has a less-than-ideal short-term performance (1-year return 38.31% vs 39.73% Mid-Cap Growth category average)
  • Commerce MidCap Growth Fund (CFAGX) has a less-than-ideal mid-term performance (3-year return -6.64% vs -5.54% Mid-Cap Growth category average)
  • Commerce MidCap Growth Fund (CFAGX) has a Morningstar rating of 3 and below
  • Commerce MidCap Growth Fund (CFAGX) is less safe compared to its Mid-Cap Growth peers
  • Commerce MidCap Growth Fund (CFAGX) does not have a good risk adjusted return as its 3-year Alpha of 1.28 is worse than category average of 3.29, and its 3-year Sharpe ratio is -0.3
See Commerce MidCap Growth Fund (CFAGX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Mid-Cap Growth category?

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

  

Commerce MidCap Growth Fund (CFAGX) Net Asset

Track net asset change of Commerce MidCap Growth fund (CFAGX)

DateNet Asset
01/2010$49.89M
11/2009$51.01M
10/2009$48.75M
More historic net asset information on Commerce MidCap Growth Fund (CFAGX)

  

Commerce MidCap Growth Fund (CFAGX) Portfolio Allocation

Track portfolio allocation change of Commerce MidCap Growth fund (CFAGX)

DateCashStockBondOther
11/20090.68%99.33%0%0%
09/20091.49%98.52%0%0%
08/20092.96%97.04%0%0%
Click here to see more historic asset allocation information on Commerce MidCap Growth Fund (CFAGX)

  

Most Recent Top 10 Holdings in Commerce MidCap Growth Fund (CFAGX)

Discover what Commerce MidCap Growth Fund (CFAGX) manager is buying

30-Nov-09
T J X COS INC [1.83%]
T. Rowe Price Group, Inc. [1.8%]
JUNIPER NETWORKS [1.79%]
BARD C R INC [1.79%]
BMC Software, Inc. [1.72%]
Linear Technology Corporation [1.66%]
Sigma-Aldrich Corporation [1.6%]
Cerner Corporation [1.53%]
CENTURYTEL INC [1.51%]
CROWN HOLDINGS INC [1.5%]

30-Sep-09
iShares Russell Midcap Growth Index [4.3%]
Cerner Corporation [2.05%]
ROCKWELL COLLINS INC [1.82%]
JUNIPER NETWORKS [1.72%]
T J X COS INC [1.64%]
BARD C R INC [1.59%]
Linear Technology Corporation [1.58%]
T. Rowe Price Group, Inc. [1.56%]
Sigma-Aldrich Corporation [1.51%]
CROWN HOLDINGS INC [1.51%]

31-Aug-09
iShares Russell Midcap Growth Index [4.27%]
Cerner Corporation [1.77%]
ROCKWELL COLLINS INC [1.73%]
BARD C R INC [1.7%]
T J X COS INC [1.66%]
T. Rowe Price Group, Inc. [1.62%]
Linear Technology Corporation [1.59%]
JUNIPER NETWORKS [1.53%]
Sigma-Aldrich Corporation [1.48%]
CROWN HOLDINGS INC [1.44%]
Click here for Stock Holding Change Map in Commerce MidCap Growth Fund (CFAGX)

  

Related books and products to Commerce MidCap Growth Fund (CFAGX)

  

Latest News on Commerce MidCap Growth (CFAGX)

See what is happening with Commerce MidCap Growth Fund (CFAGX)

 

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