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The investment seeks capital appreciation. The fund normally invests at least 65% of its total assets in stocks, primarily common stock. It invests principally in stocks of companies that had low price volatility in the past. The fund may invest a significant amount of its assets from time to time in technology sectors. It generally purchases common stock of companies whose characteristics are comparable to those included in the Russell 1000® Growth Index. The fund is non-diversified.
Name | Title | Since | Until |
---|---|---|---|
Matthew J. Schmitt | Vice President | 2017 | 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. | ||
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. | ||
Joseph C. Williams | Senior Vice President | 1994 | 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. |
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