The Growth Fund Quote
| CFGRX Fund | USD 51.07 0.12 0.23% |
PerformanceInsignificant
| Odds Of DistressLow
|
Growth Fund is trading at 51.07 as of the 20th of June 2025; that is 0.23 percent down since the beginning of the trading day. The fund's open price was 51.19. Growth Fund has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 21st of May 2025 and ending today, the 20th of June 2025. Click here to learn more.
The fund normally invests at least 65 percent 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. More on The Growth Fund
Moving together with Growth Mutual Fund
Growth Mutual Fund Highlights
| Fund Concentration | Commerce Funds, Large Growth Funds, Large Growth, Commerce (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
The Growth Fund [CFGRX] is traded in USA and was established 20th of June 2025. Growth Fund is listed under Commerce category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Commerce family. This fund currently has accumulated 218.19 M in assets under management (AUM) with minimum initial investment of 1 K. Growth Fund is currently producing year-to-date (YTD) return of 2.4% with the current yeild of 0.0%, while the total return for the last 3 years was 17.26%.
Check Growth Fund 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 Growth 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 Growth 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 Growth Fund 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 Growth Fund Mutual Fund Constituents
| STZ | Constellation Brands Class | Stock | Consumer Staples | |
| KLAC | KLA Tencor | Stock | Information Technology | |
| ABT | Abbott Laboratories | Stock | Health Care | |
| ICE | Intercontinental Exchange | Stock | Financials | |
| AAPL | Apple Inc | Stock | Information Technology | |
| APH | Amphenol | Stock | Information Technology | |
| CSCO | Cisco Systems | Stock | Information Technology | |
| TSLA | Tesla Inc | Stock | Consumer Discretionary |
Growth Fund Risk Profiles
| Mean Deviation | 1.23 | |||
| Semi Deviation | 1.83 | |||
| Standard Deviation | 2.07 | |||
| Variance | 4.29 |
Growth Fund Against Markets
Other Information on Investing in Growth Mutual Fund
Growth Fund financial ratios help investors to determine whether Growth 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 Growth with respect to the benefits of owning Growth Fund security.
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