Commerce MidCap Growth Fund Institutional Class (CFAGX)

Overview

This fund is primarily focused on investing in mid-cap issuers, ensuring at least 80% of its net assets, in addition to any borrowings for investment purposes, are allocated towards stocks, predominantly common stocks. The target investment portfolio is comprised of companies falling within the public stock market capitalization range identified by the Russell Midcap® Growth Index at the time of the investment. A key strategy includes selecting companies that have demonstrated low price volatility historically.

Products and Services

• Mid-Cap Stock Investments

  This service entails the selection and investment in stocks, primarily common stocks, of mid-cap issuers. The selection criteria ensure these issuers fall within the market capitalization range of the Russell Midcap® Growth Index, providing a focused investment approach towards companies positioned for growth.

• Low Volatility Stock Selection

  Focused on investing in companies that have historically demonstrated low price volatility, this approach aims to manage risk and provide a more stable investment outcome. This method is pivotal for investors seeking growth while minimizing potential market downturns.