3 / 5 Stars
1 1 3 3 2
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#149 in Mid-Cap Growth
U.S. News evaluated 222 Mid-Cap Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 17.72 percent over the past year, 9.57 percent over the past three years, 20.04 percent over the past five years, and 7.41 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-4.1%|
|3 Years (Annualized)||9.6%|
|5 Years (Annualized)||20.0%|
|10 Years (Annualized)||7.4%|
The investment seeks capital appreciation. The fund normally invests at least 80% of its net assets plus any borrowings for investment purposes (measured at the time of purchase) in mid-cap issuers which will have public stock market capitalizations within the range of the market capitalization of companies constituting the Russell Midcap Growth® Index at the time of investment. It invests principally in stock of companies that show above-average growth in earnings. The fund may invest a significant amount of its assets from time to time in the technology sector.
Fees are High compared to funds in the same category.
Commerce MidCap Growth Fund has an expense ratio of 1.09 percent.
Risk is Average compared to funds in the same category according to Morningstar.