Description

This institutional share class of the Commerce Funds Value Fund typically allocates a minimum of 65% of its total holdings to equities, predominantly common stocks. Its primary investment strategy centers on identifying stocks within the broader Russell 1000® Value Index universe that offer an above-average dividend yield. The fund's objective is to achieve superior long-term returns compared to its benchmark index, accomplished through a dual approach of capital appreciation and income generation from dividends. From time to time, the portfolio may dedicate a significant portion of its assets to the financial and technology sectors.