Commerce Value Fund

Class No Load (CFVLX)
Scorecard
5 / 5 Stars
Lipper
5 4 5 4 2
Zacks Investment Research
2 (Buy)
Standard & Poor's
4 / 5 Stars
TheStreet.com
A+ (Buy)

#17 in Large Value

U.S. News evaluated 330 Large Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all Commerce funds

See full Large Value rankings

See more fund rankings

Performance

The fund has returned 20.11 percent over the past year, 17.21 percent over the past three years, 19.73 percent over the past five years, and 7.89 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 6.6%
1 Year 20.1%
3 Years (Annualized) 17.2%
5 Years (Annualized) 19.7%
10 Years (Annualized) 7.9%

See more CFVLX performance

Summary

The investment seeks capital appreciation, and secondarily, current income. The fund normally invests at least 65% of its total assets in stocks, primarily common stock. It invests principally in stock of companies that are selling below fair market value compared to their future potential. The fund seeks a higher return than the Russell 1000® Value Index over time as the stocks it purchases rise in price to more normal valuations. It may engage in active trading in fund securities.

Fees

Fees are Low compared to funds in the same category.
Commerce Value Fund has an expense ratio of 0.66 percent.

See more CFVLX fees

Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

See more CFVLX risk

Large Value Funds

Highest Returns (10-year)

See More Funds