CFGRX : Commerce Growth Fund

CFGRX is a US Stocks Market Large Growth with MODERATE fees.

CFGRX

Commerce Growth Fund

FI Score

46 /100

Expense Ratio Rating

8 /10

Expense Rating

3 /10

Market Score

3 /10

Category Score

8 /10

Market Size

3 /10

46% FI Score
  • cfgrx
  • Mutual Fund
  • US Stocks
  • Large Growth

Commerce Growth Fund

Expenses: 0.75% (Better than 1% of similar funds)

This is a bad choice for a Large Growth US Stocks fund. See why »

Fund Summary

The investment seeks capital appreciation. The fund normally invests at least 65% of its total assets in stocks, primarily common stock. It invests principally in stocks of companies that had low price volatility in the past. The fund may invest a significant amount of its assets from time to time in technology sectors. It generally purchases common stock of companies whose characteristics are comparable to those included in the Russell 1000® Growth Index.

Largest Holdings

Amount Holding
8.03% Microsoft Corp
7.25% Apple Inc
6.00% Amazon.com Inc
4.88% Alphabet Inc A
2.95% Facebook Inc A
1.85% Visa Inc Class A
1.62% UnitedHealth Group Inc
1.49% iShares Russell 1000 Growth ETF
1.49% Mastercard Inc A
1.30% PayPal Holdings Inc
1.27% Dollar General Corp
1.21% Intercontinental Exchange Inc
1.20% Abbott Laboratories
1.20% Johnson & Johnson
1.18% Sherwin-Williams Co
1.18% Thermo Fisher Scientific Inc
1.17% Crown Castle International Corp
1.17% Ecolab Inc
1.16% PepsiCo Inc
1.15% Cadence Design Systems Inc
1.14% The Home Depot Inc
1.14% Amgen Inc
1.13% Zynga Inc Class A
1.12% Lockheed Martin Corp
1.12% Jack Henry & Associates Inc

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo