Commerce Funds Value Fund, Institutional Shares (CFVLX) Research
This institutional share class of the Commerce Funds Value Fund typically allocates a minimum of 65% of its total holdings to equities, predominantly common stocks. Its primary investment strategy centers on identifying stocks within the broader Russell 1000® Value Index universe that offer an above-average dividend yield. The fund's objective is to achieve superior long-term returns compared to its benchmark index, accomplished through a dual approach of capital appreciation and income generation from dividends. From time to time, the portfolio may dedicate a significant portion of its assets to the financial and technology sectors.
Market snapshot
- Symbol
- CFVLX
- Price
- $35.63
- Day change
- +0.37%
- Market cap
- $225.6M
- 52-week range
- 31.8-35.92
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Boston Trust Equity Fund (BTEFX)
- Nuveen Small Cap Growth Opportunities Fund Class I (FIMPX)
- Federated Hermes Max-Cap Index Fund Institutional Shares (FISPX)
- Guggenheim StylePlus - Large Core Fund Institutional (GILIX)
- Harding Loevner Institutional Emerging Markets Portfolio (HLMEX)
- Matthews Emerging Markets Equity Inv (MEGMX)
- Nuveen Small-Cap Value Opportunities Fund Class R6 (NSCFX)
- Nuveen Small-Cap Value Opportunities Fund Class I (NSCRX)
Open Commerce Funds Value Fund, Institutional Shares (CFVLX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.