| 18.19 Net Asset Value | -0.22% 1 Day | +14.91% Year-to-Date | Overall Morningstar Rating |
| Mid-cap growth Style or Category | 3 Sales Expenses | 2.57% Expense Ratio | Below Average Morningstar Risk Rating™ |
| 1 month | +6.98% | 3 years | +13.31% | |
| 3 months | +7.55% | 5 years | +2.58% | |
| 1 year | +28.56% | Since inception | +7.44% |
| CMCIX | Category | |
|---|---|---|
| Performance 5-yr return | +2.58% | +6.62% |
| Expense ratio | 2.57% | 1.38% |
| Risk 5 year sharpe ratio | 0.22 | 0.34 |
| Net assets | $16.0M | $1.1B |
| Average market cap | $5.5B | $6.8B |
| Average P/E | 17.0 | 22.6 |
| Portfolio turnover | 33% | 33% |
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| Fund family | Capital Management |
| Fund manager & tenure | Ralph Scarpa / 6 Years |
| Minimal initial investment | $1,000.00 |
| Minimum IRA investment | $1,000.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Industrial materials | 36.36% |
| Energy | 15.28% |
| Consumer goods | 13.29% |
| Healthcare | 13.11% |
| Hardware | 9.01% |
| MKC McCormick & Company, Inc. | 4.35% |
| SNA Snap-on, Inc. | 4.33% |
| RPM RPM International Inc | 4.02% |
| CAM Cameron International Corporation | 3.87% |
| LECO Lincoln Electric Holdings, Inc. | 3.67% |
| STZ Constellation Brands Inc. Class A | 3.64% |
| TUP Tupperware Brands Corporation | 3.51% |
| HSIC Henry Schein, Inc. | 3.31% |
| RDC Rowan Companies PLC | 3.21% |
| DGX Quest Diagnostics Inc | 3.19% |
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