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Commerce Value Fund (CFVLX)

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32.34 +0.08    +0.25%
28/06 - Closed. Currency in USD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 266.97M
Type:  Fund
Market:  United States
Issuer:  Commerce
Asset Class:  Equity
Commerce Value 32.34 +0.08 +0.25%

CFVLX Overview

 
On this page you'll find an in-depth profile of Commerce Value Fund. Learn about the key management, total assets, investment strategy and contact information of CFVLX among other information.
Category

Large Value

Total Assets

266.97M

Expenses

0.70%

Inception Date

35492

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.

Contact Information

Address 11000 Walnut Street
Kansas City,MO 64121
United States
Phone -

Top Executives

Name Title Since Until
Nong Lin Manager 2012 Now
Biography Nong Lin, Ph.D, CFA, Vice President, Joined Commerce Investment Advisors, Inc. in 2001 and serve as Fund manager since 2012.
Matthew J. Schmitt Vice President 2004 Now
Biography Schmitt is a vice president and portfolio manager with Commerce Investment Advisors, his employer since 2002 and serve as Fund manager since 2004. Previously, he has been a portfolio manager for Wells Fargo from 1997 to 2002. Schmitt holds the Chartered Financial Analyst designation.
Joseph C. Williams Senior Vice President 1997 Now
Biography Joseph C. Williams is the Senior Vice President and Portfolio Manager at Commerce Investment Advisors, Inc. Additionally, he serves on the Investment Policy Committee and the Equity Strategy Committee. Joe is the co-manager of the Commerce Growth and Mid-Cap Growth strategy. He received his bachelor of science degree from Drake University and is a member of both the Kansas City Society of Financial Analysts and the CFA Institute. He holds the Chartered Financial Analyst® designation.
David Wente vice president and Portfolio Manager 1997 2005
Biography Wente is vice president and portfolio manager with Commerce, his employer since 1993. He was equity analyst for the fund since inception.
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