| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
5
4
1
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
#55 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.
Performance
The fund has returned 23.00 percent over the past year, 15.08 percent over the past three years, 5.68 percent over the past five years, and 7.88 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 16.1% |
| 1 Year | 23.0% |
| 3 Years (Annualized) | 15.1% |
| 5 Years (Annualized) | 5.7% |
| 10 Years (Annualized) | 7.9% |
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 0.70 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
