Commerce Growth Instl
Commerce Funds P.O. Box 16931 St. Louis, MO 63105
Map
Phone: 800-995-6365
| Category: | Large Growth | | Fund Family: | Commerce | | Net Assets: | 133.89M | | Year-to-Date Return: | -20.16% | | Yield: | 0.18% | | Morningstar Rating: |  | | Fund Inception Date: | 12-Dec-94 |
|
Joseph C. Williams III
Lead Manager since
12-Dec-94 | | | Williams is a vice president with Commerce Bank. He joined the firm in 1975 and became a member of its investment-management group in 1977. Williams 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 |
|
| |
| The investment seeks capital appreciation. Current income and dividend growth potential are secondary. The fund normally invests at least 65% of assets in domestic equities. The fund focuses investments on companies with above average earnings growth with the belief that this will lead to future capital appreciation. The fund seeks to purchase stock of companies with characteristics similar to those held in the Russell 1000 Growth index. |
| Last Dividend
(26-Dec-07):
| 0.04 | | Last Cap Gain
(4-Dec-07):
| 0.29 | | Annual Holdings Turnover
| 70.00% | | Average for Category:
| 98.66% |
|
| Expense | CFGRX | Category
Avg | | Total Expense Ratio: | 1.13%
| 1.35% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.41% | | Max Deferred Sales Load: | 0.00%
| 2.68% | | 3 Yr Expense Projection*: |
$361 | $622 | | 5 Yr Expense Projection*: |
$627 | $957 | | 10 Yr Expense Projection*: |
$1,385 | $1,889 |
|
|
11.08% Nasdaq 
Profile
