Fund Mojo help you discover the best fund managers, funds, and related information

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

Capital Management Mid-Cap Inv (CMCIX) Fund Ranking and Research

Ranking, Research and Recommendation of Capital Management Mid-Cap Inv (CMCIX) Fund

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

 

Graph of Capital Management Mid-Cap Inv Fund (CMCIX) ManagerFund Manager - Alexander L.M. Cripps

Fund Manager Information

Fund Manager Tenure: 3.3 years
Similar Funds: CMEIX 
Fund Family: Capital Management
Fund Category: Mid-Cap Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.68)     (What does this score mean?)

 

Graph of Capital Management Mid-Cap Inv Fund (CMCIX) ProfileCapital Management Mid-Cap Inv Fund (CMCIX) Profile

Fund Profile and Description

Capital Management Mid-Cap Inv Fund seeks long-term capital appreciation. Capital Management Mid-Cap Inv Fund invests at least 90% of assets in equity securities, of which at least 80% of assets may be invested in the equity securities of mid-cap companies, such as common and preferred stock and securities convertible into common stock. It considers a mid-cap company to be one that has market capitalization within the range of $1 billion to $12.5 billion.

 

Capital Management Mid-Cap Inv (CMCIX) Fund Strength What we like about Capital Management Mid-Cap Inv (CMCIX) Fund

Data for Capital Management Mid-Cap Inv Fund (CMCIX) as of May 30, 2016

  • Capital Management Mid-Cap Inv Fund (CMCIX) management has been with Capital Management Mid-Cap Inv Fund for 3.3 years
  • Capital Management Mid-Cap Inv Fund (CMCIX) has good short-term performance (1-year return -0.61% vs -5.73% Mid-Cap Growth category median performance)
  • Capital Management Mid-Cap Inv Fund (CMCIX) has good mid-term performance (3-year return 8.55% vs 8.38% Mid-Cap Growth category median performance)
  • Capital Management Mid-Cap Inv Fund (CMCIX) has good Long-term performance (5-year return 8.14% vs 7.70% Mid-Cap Growth category median performance)
  • Capital Management Mid-Cap Inv Fund (CMCIX) ratio of up-years vs down years is greater than 2
  • Asset base in Capital Management Mid-Cap Inv Fund (CMCIX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Capital Management Mid-Cap Inv Fund (CMCIX) has an annual stock turnover rate of 24.64% vs Mid-Cap Growth average of 50.96%. It is good that Capital Management Mid-Cap Inv management does not trade extensively for its return.
  • Capital Management Mid-Cap Inv Fund (CMCIX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.69, lower than category average of 13.49

Capital Management Mid-Cap Inv Fund (CMCIX) Weakness What we are cautious about Capital Management Mid-Cap Inv (CMCIX) Fund

Data for Capital Management Mid-Cap Inv Fund (CMCIX) as of May 30, 2016

  • Capital Management Mid-Cap Inv Fund (CMCIX) has a Morningstar rating of 3 and below
  • Capital Management Mid-Cap Inv Fund (CMCIX) has a higher expense ratio of 2.25% than its Mid-Cap Growth average of 1.28%
  • Capital Management Mid-Cap Inv Fund (CMCIX) carries a 3% load
See Capital Management Mid-Cap Inv Fund (CMCIX) performance details as of May 30, 2016

 

What do you think?

 

Compare Capital Management Mid-Cap Inv Fund (CMCIX)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
Capital Management Mid-Cap Inv3.25-0.618.558.14
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 Capital Management Mid-Cap Inv Fund (CMCIX)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 Capital Management Mid-Cap Inv Fund (CMCIX) Net Asset TrackingCapital Management Mid-Cap Inv (CMCIX) Fund Net Asset

Track net asset change of Capital Management Mid-Cap Inv fund (CMCIX)

DateNet Asset
05/2016$17.89M
03/2016$17.47M
02/2016$16.38M
More historic net asset information on Capital Management Mid-Cap Inv Fund (CMCIX)

  

Graph of Capital Management Mid-Cap Inv Fund (CMCIX) Portfolio TrackingCapital Management Mid-Cap Inv (CMCIX) Fund Portfolio Allocation

Track portfolio allocation change of Capital Management Mid-Cap Inv fund (CMCIX)

DateCashStockBondOther
03/201613.88%84.52%0%1.6%
12/20157.68%91.12%0%1.2%
09/20158.63%90.1%0%1.27%
Click here to see more historic asset allocation information on Capital Management Mid-Cap Inv Fund (CMCIX)

 

graph of Capital Management Mid-Cap Inv Fund (CMCIX) Top 10 Position TrackingTop 10 Holdings in Capital Management Mid-Cap Inv (CMCIX) Fund

Discover what Capital Management Mid-Cap Inv Fund (CMCIX) manager is buying

Mar 30, 2016
Henry Schein, Inc. [6.14%]
Ross Stores, Inc. [5.49%]
Constellation Brands, Inc. Comm [5.38%]
Newell Brands Inc. Common Stock [5.25%]
Cintas Corporation [5.06%]
Universal Health Services, Inc. [4.81%]
Snap-On Incorporated Common Sto [4.65%]
Verisk Analytics, Inc. [4.26%]
Thor Industries, Inc. Common St [3.78%]
Stanley Black & Decker, Inc. Co [3.74%]

Dec 30, 2015
Constellation Brands, Inc. Comm [5.87%]
Henry Schein, Inc. [4.89%]
Snap-On Incorporated Common Sto [4.85%]
Dr Pepper Snapple Group, Inc Dr [4.8%]
Cintas Corporation [4.69%]
Newell Rubbermaid Inc. Common S [4.54%]
Ross Stores, Inc. [4.43%]
Universal Health Services, Inc. [4%]
Verisk Analytics, Inc. [3.96%]
FIRST REPUBLIC BANK Common Stoc [3.4%]

Sep 29, 2015
SPDR MSCI Europe Financials UCI [5.16%]
Cintas Corporation [4.42%]
Snap-On Incorporated Common Sto [4.28%]
Universal Health Services, Inc. [4.18%]
Henry Schein, Inc. [4.1%]
Newell Rubbermaid Inc. Common S [4.09%]
Dr Pepper Snapple Group, Inc Dr [4.07%]
Ross Stores, Inc. [4%]
Verisk Analytics, Inc. [3.81%]
The Middleby Corporation [3.25%]
Click here for Stock Holding Change Map in Capital Management Mid-Cap Inv Fund (CMCIX)

  

Latest News on Capital Management Mid-Cap Inv (CMCIX) Fund

See what is happening with Capital Management Mid-Cap Inv Fund (CMCIX)

    No recent news

 

Capital Management Mid-Cap Inv Fund (CMCIX) Related ResourcesSee more information on Capital Management Mid-Cap Inv (CMCIX) Fund

Popular pages on Capital Management Mid-Cap Inv (CMCIX) Fund

  

Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update