| 20.96 Net Asset Value | -1.36% 1 Day | +14.66% Year-to-Date | Overall Morningstar Rating |
| Mid-cap growth Style or Category | No Load Sales Expenses | 1.82% Expense Ratio | Below Average Morningstar Risk Rating™ |
| 1 month | -0.05% | 3 years | +13.62% | |
| 3 months | +5.41% | 5 years | +4.07% | |
| 1 year | +29.65% | Since inception | +8.87% |
| CMEIX | Category | |
|---|---|---|
| Performance 5-yr return | +4.07% | +6.62% |
| Expense ratio | 1.82% | 1.37% |
| Risk 5 year sharpe ratio | 0.24 | 0.32 |
| Net assets | $16.5M | $1.1B |
| Average market cap | $6.1B | $7.1B |
| Average P/E | 19.1 | 19.0 |
| Portfolio turnover | 33% | 33% |
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| Fund family | Capital Management |
| Fund manager & tenure | Ralph Scarpa / 6 Years |
| Minimal initial investment | $25,000.00 |
| Minimum IRA investment | -- |
| 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% |
| STZ Constellation Brands Inc. Class A | 4.41% |
| SNA Snap-on, Inc. | 4.09% |
| TUP Tupperware Brands Corporation | 4.04% |
| RPM RPM International Inc | 3.90% |
| LECO Lincoln Electric Holdings, Inc. | 3.68% |
| FBHS Fortune Brands Home & Security Inc | 3.47% |
| HSIC Henry Schein, Inc. | 3.43% |
| NWL Newell Rubbermaid Inc | 3.22% |
| CAM Cameron International Corporation | 3.22% |
| EGN Energen Corp | 3.21% |
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