Commerce Growth Fund (CFGRX)

Overview

Our fund is designed for investors seeking to invest in a portfolio that emphasizes stocks with historically low price volatility, with a particular focus on the technology sector at times. We commit to investing at least 65% of our total assets in predominantly common stocks, targeting companies that have demonstrated stability in their share price. Our strategy involves identifying and investing in businesses presenting similar characteristics to those indexed in the Russell 1000® Growth Index, thereby offering our investors exposure to growth-oriented stocks in a range of sectors. Although our fund leans towards technology investments, it remains versatile in its allocation, adapting to the dynamic nature of stock market opportunities. It's important to note that our fund operates with a non-diversified status, meaning it may invest more heavily in certain sectors or companies at any given time.

Products and Services

• Stock Investments

Primarily focused on common stock, we allocate at least 65% of our total assets to equities, specifically targeting companies characterized by low price volatility. This approach aims to provide stable returns while mitigating the inherent risks of the stock market.

• Technology Sector Focus

Despite our broad interest in various sectors, there are instances where a significant portion of our assets are invested in technology stocks. This is based on our analysis and belief in the sector's growth potential, aligning our investments with the latest market trends and opportunities.

• Russell 1000® Growth Index Comparable Investments

Our investment strategy mirrors the characteristics of companies listed within the Russell 1000® Growth Index. This approach helps us identify stocks with promising growth metrics, enabling our investors to potentially benefit from the performance of these growth-oriented companies.

• Non-Diversified Fund Structure

As a non-diversified fund, we have the flexibility to allocate a larger portion of our assets to specific sectors or companies. This approach allows us to take advantage of concentrated investment opportunities, although it may come with higher volatility and risk exposure.