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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.
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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