Commerce Bond Instl
Commerce Funds P.O. Box 16931 St. Louis, MO 63105
Map
Phone: 800-995-6365
| Category: | Intermediate-Term Bond | | Fund Family: | Commerce | | Net Assets: | 516.39M | | Year-to-Date Return: | 0.72% | | Yield: | 4.82% | | Morningstar Rating: |  | | Fund Inception Date: | 12-Dec-94 |
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Scott M. Colbert
Lead Manager since
12-Dec-94 | | | Colbert is a senior vice president and director with Commerce, his employer since 1993. Previously, he spent six years as a portfolio manager with Armco Investment Management, managing fixed-income investments for employee-benefit, insurance, and endowment funds. Colbert holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $500 | | Min Subsequent Investment: | $250 | | Min Subsequent Investment, IRA: | $250 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks current income. Capital appreciation is secondary. The fund normally invests at least 80% of assets in bonds. It may invest up to 80% of total assets in mortgage-backed and asset-backed securities and invests at least 65% of total assets in bonds rated at the time of purchase A- or better by one of the four major ratings services or considered by the Adviser to be of equivalent quality. |
| Last Dividend
(29-Aug-08):
| 0.07 | | Last Cap Gain
(3-Dec-99):
| 0.04 | | Annual Holdings Turnover
| 23.00% | | Average for Category:
| 200.26% |
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| Expense | CFBNX | Category
Avg | | Total Expense Ratio: | 0.82%
| 0.98% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 4.21% | | Max Deferred Sales Load: | 0.00%
| 2.69% | | 3 Yr Expense Projection*: |
$262 | $466 | | 5 Yr Expense Projection*: |
$455 | $718 | | 10 Yr Expense Projection*: |
$1,014 | $1,428 |
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