The Midcap Growth Fund Quote
| CFAGX Fund | USD 41.92 0.47 1.11% |
PerformanceVery Weak
| Odds Of DistressLow
|
The Midcap is trading at 41.92 as of the 19th of March 2025; that is 1.11 percent down since the beginning of the trading day. The fund's open price was 42.39. The Midcap has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 19th of December 2024 and ending today, the 19th of March 2025. Click here to learn more.
The fund normally invests at least 80 percent of its net assets plus any borrowings for investment purposes in stocks, primarily common stocks, of mid-cap issuers. These issuers will have public stock market capitalizations within the range of the market capitalization of companies constituting the Russell Midcap Growth Index at the time of investment. More on The Midcap Growth
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Moving against THE Mutual Fund
THE Mutual Fund Highlights
| Fund Concentration | Commerce Funds, Large Funds, Mid-Cap Growth Funds, Mid-Cap Growth, Commerce, Large, Mid-Cap Growth (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
The Midcap Growth [CFAGX] is traded in USA and was established 19th of March 2025. The Midcap is listed under Commerce category by Fama And French industry classification. The fund is listed under Mid-Cap Growth category and is part of Commerce family. This fund currently has accumulated 224.37 M in assets under management (AUM) with minimum initial investment of 1 K. Midcap Growth is currently producing year-to-date (YTD) return of 0.48% with the current yeild of 0.0%, while the total return for the last 3 years was 6.47%.
Check The Midcap Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on THE Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding THE Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as The Midcap Growth Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top The Midcap Growth Mutual Fund Constituents
| ALNY | Alnylam Pharmaceuticals | Stock | Health Care | |
| LEG | Leggett Platt Incorporated | Stock | Consumer Discretionary | |
| A | Agilent Technologies | Stock | Health Care | |
| IPGP | IPG Photonics | Stock | Information Technology | |
| SSNC | SSC Technologies Holdings | Stock | Information Technology | |
| CHD | Church Dwight | Stock | Consumer Staples | |
| WEX | Wex Inc | Stock | Industrials | |
| GDDY | Godaddy | Stock | Information Technology |
Midcap Growth Risk Profiles
| Mean Deviation | 0.9365 | |||
| Standard Deviation | 1.17 | |||
| Variance | 1.37 | |||
| Risk Adjusted Performance | (0.1) |
The Midcap Against Markets
Other Information on Investing in THE Mutual Fund
The Midcap financial ratios help investors to determine whether THE Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in THE with respect to the benefits of owning The Midcap security.
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