About CFVLX
Commerce Value Fund Institutional Shares is a mutual fund focused on delivering long-term capital appreciation with a secondary goal of current income. This large value fund primarily invests in a diversified portfolio of U.S. equities, concentrating on companies within the Russell 1000 Value Index that offer above-average dividend yields. The fund seeks to outperform its benchmark by targeting stocks it considers undervalued, aiming for gains as these securities revert to more typical valuations. Commerce Value Fund Institutional Shares is actively managed by an experienced equity strategy team, leveraging a disciplined investment approach that blends fundamental analysis with value-driven stock selection.
Noteworthy for its below-average expense ratio and no-load share class, the fund maintains a diverse allocation, with significant exposure to sectors such as financial services, energy, healthcare, and real estate. Its portfolio commonly includes industry leaders like Chevron, JPMorgan Chase, Merck, and Verizon. With over $250 million in assets under management and a minimum initial investment of $1,000, the fund is positioned as a core holding for investors seeking stable income and potential price appreciation through disciplined value investing strategies. Established in 1997, it continues to play a significant role in the large value segment of the mutual fund market.
Fund Family Commerce
Category Large Value
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol CFVLX
Share Class Shares
Index Russell 1000 Value TR
CFVLX had a total return of 14.52% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.74%.
