Commerce Value Fund
CFVLX
NASDAQ
Rating
Reward
Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
Front End Fee
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Top Holdings
Similar Funds
Performance
Beta
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30-Day Total Return
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90-Day Total Return
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2-Year Total Return
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Last Bear Market Total Return
Forward Dividend Yield
Price
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52-Week Low
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NAV
1-Month Low
1-Month High
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52-Week High
Company Information
Provider
Commerce
Manager/Tenure
(Years)
(Years)
Joseph C. Williams (28), Nong Lin (13), Donald McArthur (0)
Website
Address
Commerce
Kansas City MO - 64121
Kansas City MO - 64121
Country
United States
Phone Number
--
Investment Strategy
The investment seeks capital appreciation, and secondarily, current income. Under normal market conditions, the fund invests at least 65% of its total assets in stocks, primarily common stock. It invests principally in stocks within the Russell 1000® Value Index universe that have an above average dividend yield. The fund seeks a higher return than the index over time through a combination of capital appreciation and dividend income. It may invest a significant amount of its assets from time to time in the financials sector.