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Commerce MidCap Growth (CFAGX) Fund Ranking and Research

Ranking, Research and Recommendation of Commerce MidCap Growth (CFAGX) Fund

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

 

Graph of Commerce MidCap Growth Fund (CFAGX) ManagerFund Manager - Joseph Williams III

Fund Manager Information

Fund Manager Tenure: 13.2 years
Fund Family: Commerce
Fund Category: Mid-Cap Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.77)     (What does this score mean?)

 

Graph of Commerce MidCap Growth Fund (CFAGX) ProfileCommerce MidCap Growth Fund (CFAGX) Profile

Fund Profile and Description

Commerce MidCap Growth Fund seeks long-term capital appreciation. Commerce MidCap Growth Fund normally invests at least 80% of assets in mid-cap issuers that have public stock market capitalizations within the range of the market capitalization of companies constituting the Russell Midcap Growth index. It invests in stocks of companies that show the potential for above-average earnings growth, using a combination of quantitative and fundamental analysis. Commerce MidCap Growth Fund may invest a significant amount of its assets from time to time in the technology sector.

 

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

Data for Commerce MidCap Growth Fund (CFAGX) as of May 30, 2016

  • Commerce MidCap Growth Fund (CFAGX) management has been with Commerce MidCap Growth Fund for 13.2 years
  • Commerce MidCap Growth Fund (CFAGX) has good short-term performance (1-year return 3.84% vs -5.73% Mid-Cap Growth category median performance)
  • Commerce MidCap Growth Fund (CFAGX) has good mid-term performance (3-year return 10.99% vs 8.38% Mid-Cap Growth category median performance)
  • Commerce MidCap Growth Fund (CFAGX) has good Long-term performance (5-year return 8.86% vs 7.70% Mid-Cap Growth category median performance)
  • Commerce MidCap Growth Fund (CFAGX) ratio of up-years vs down years is greater than 2
  • Commerce MidCap Growth Fund (CFAGX) has a Morningstar rating of 4 and above
  • Asset base in Commerce MidCap Growth Fund (CFAGX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Commerce MidCap Growth Fund (CFAGX) has an annual stock turnover rate of 50.00% vs Mid-Cap Growth average of 50.96%. 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 11.02, lower than category average of 13.49
  • Commerce MidCap Growth Fund (CFAGX) has a lower expense ratio than its Mid-Cap Growth average: 1.03% vs 1.28%
  • Commerce MidCap Growth Fund (CFAGX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

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

Data for Commerce MidCap Growth Fund (CFAGX) as of May 30, 2016

See Commerce MidCap Growth Fund (CFAGX) performance details as of May 30, 2016

 

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Compare Commerce MidCap Growth Fund (CFAGX)Compare with other top Mid-Cap Growth category mutual funds

Aadditional top Mid-Cap Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Commerce MidCap Growth6.263.8410.998.86
Akre Focus Instl (AKRIX)3.591.8011.1515.02Compare
Baron Asset Instl (BARIX)1.54-1.9810.2810.08Compare
Bright Rock Mid Cap Growth Instl (BQMGX)8.534.539.875.79Compare

See top fund managers for Mid-Cap Growth Category Funds

 

Compare Commerce MidCap Growth Fund (CFAGX)Compare with Mid-Cap Growth category ETFs

Some Mid-Cap Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim S&P MidCap 400 Pure Gr ETF (RFG)000
PowerShares Russell Midcap Pure Gr ETF (PXMG)-0.83%-6.85%5.24%
RevenueShares NavellierOverall A-100 ETF (RWV)1.16%-5.74%7.25%
iShares Morningstar Mid-Cap Growth (JKH)1.51%-5.25%9.06%
Vanguard Mid-Cap Growth ETF (VOT)3.05%-4.02%9.94%

 

Graph of Commerce MidCap Growth Fund (CFAGX) Net Asset TrackingCommerce MidCap Growth (CFAGX) Fund Net Asset

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

DateNet Asset
05/2016$91.38M
03/2016$81.31M
02/2016$70.10M
More historic net asset information on Commerce MidCap Growth Fund (CFAGX)

  

Graph of Commerce MidCap Growth Fund (CFAGX) Portfolio TrackingCommerce MidCap Growth (CFAGX) Fund Portfolio Allocation

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

DateCashStockBondOther
04/20165.41%94.59%0%0%
01/20162.41%97.57%0%0.02%
12/20154.23%95.76%0%0.01%
Click here to see more historic asset allocation information on Commerce MidCap Growth Fund (CFAGX)

 

graph of Commerce MidCap Growth Fund (CFAGX) Top 10 Position TrackingTop 10 Holdings in Commerce MidCap Growth (CFAGX) Fund

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

Apr 29, 2016
iShares Russell Mid-Cap Growth [3.71%]
Armstrong World Industries Inc [1.25%]
Cerner Corporation [1.24%]
Dollar Tree, Inc. [1.24%]
Motorola Solutions, Inc. Common [1.24%]
Marriott International [1.23%]
Mohawk Industries, Inc. Common [1.23%]
Whirlpool Corporation Common St [1.23%]

Jan 30, 2016
iShares Russell Mid-Cap Growth [4.24%]
Mohawk Industries, Inc. Common [1.26%]
DENTSPLY SIRONA Inc. [1.25%]
Graco Inc. Common Stock [1.24%]
PACCAR Inc. [1.24%]
Panera Bread Company [1.24%]
Sirona Dental Systems, Inc. [1.24%]
Toro Company (The) Common Stock [1.24%]

Dec 30, 2015
iShares Russell Mid-Cap Growth [4.55%]
Jarden Corporation Common Stock [1.33%]
Panera Bread Company [1.18%]
Transdigm Group Incorporated Tr [1.18%]
Intercontinental Exchange Inc. [1.18%]
Health Net Inc. Common Stock [1.18%]
Landstar System, Inc. [1.17%]
St. Jude Medical, Inc. Common S [1.17%]
AutoZone, Inc. Common Stock [1.17%]
Click here for Stock Holding Change Map in Commerce MidCap Growth Fund (CFAGX)

  

Latest News on Commerce MidCap Growth (CFAGX) Fund

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

    No recent news

 

Commerce MidCap Growth Fund (CFAGX) Related ResourcesSee more information on Commerce MidCap Growth (CFAGX) Fund

Popular pages on Commerce MidCap Growth (CFAGX) Fund

  

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