Capital Management Mid Cap Fund Class Investor (CMCIX)

Net Asset Value
1 Day
Overall Morningstar Rating
Mid-cap growth
Style or Category
Sales Expenses
Expense Ratio
Below Average
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital appreciation. The fund invests primarily in equity securities of medium-capitalization ("mid-cap") companies. The manager considers a mid-cap company to be one that has market capitalization within the range of $2.5 billion to $12.5 billion. The fund will invest at least 90% of its total assets in equity securities- of which at least 80% of its total assets will be invested in the equity securities of mid-cap companies.


1 month-4.35% 3 years+7.31%
3 months-4.72% 5 years+9.98%
1 year+9.47% Since inception+8.18%
Data through --

Peer Comparisonvs. Mid-cap growth

Performance 5-yr return+9.98%+13.73%
Expense ratio2.42%1.21%
Risk 5 year sharpe ratio1.031.06
Net assets$21.6M$1.6B
Average market cap$9.7B$12.0B
Average P/E21.726.3
Portfolio turnover47%47%

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Fund Management and Purchase Info

Fund familyCapital Management
Fund manager & tenureAlexander L.M. Cripps / 1 Years
Minimal initial investment$1,000.00
Minimum IRA investment--


U.S. stock91.09%
International stock6.67%
Fixed income2.24%
Top 5 Sectors
Portfolio weighting
Industrial materials 36.36%
Energy 15.28%
Consumer goods 13.29%
Healthcare 13.11%
Hardware 9.01%
Top 10 Holdings
Portfolio weighting
XPO XPO Logistics Inc5.36%
SWK Stanley Black & Decker Inc4.20%
HFC HollyFrontier Corp3.92%
CTAS Cintas Corp3.86%
THO Thor Industries Inc3.39%
ZBRA Zebra Technologies Corp3.27%
HRS Harris Corp3.19%
SIVB SVB Financial Group3.16%
DY Dycom Industries Inc3.01%
TTWO Take-Two Interactive Software Inc2.96%