CMCCX vs APHMX

Both APHMX and CMCCX are mutual funds. APHMX has a higher 5-year return than CMCCX (24.37% vs 19.76%). APHMX has a lower expense ratio than CMCCX (0.95% vs 1.9%). Below is the comparison between APHMX and CMCCX.

APHMX CMCCX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Mid-Cap Growth U.S. Equity: Mid-Cap Growth
Family Artisan Columbia Threadneedle
Net Assets $4.03B $9.30M
Expense Ratio 0.95% 1.90%
Management Style active active
Dividend Yield 0.00% 0.00%
Minimum Investment N/A $2,000.00
YTD Return 17.64% 18.82%
1-Year Return 6.88% 4.30%
3-Year Return 32.72% 24.92%
5-Year Return 24.37% 19.76%
10-Year Return 17.96% 14.43%

APHMX description

The Fund seeks maximum long-term capital growth by investing primarily in common stocks of medium-sized companies. The Fund defines a medium-sized company as one with a market capitalization within the range of companies in the Russell Midcap Index.

APHMX performance & returns

YTD Return 17.64%
1-Month Return 1.92%
3-Month Return 6.88%
1-Year Return 6.88%
3-Year Return 32.72%
5-Year Return 24.37%
10-Year Return 17.96%
APHMX expense ratio is 0.95%.

APHMX holdings

Top 10 Holdings (29.52% of Total Assets)

Name Symbol % Assets
Global Payments Inc GPN 3.99%
Veeva Systems Inc Class A VEEV 3.95%
Atlassian Corporation PLC A TEAM 3.36%
Genmab A/S GMAB 2.85%
DexCom Inc DXCM 2.85%
Zynga Inc Class A ZNGA 2.82%
Zoom Video Communications Inc ZM 2.63%
HubSpot Inc HUBS 2.40%
Ascendis Pharma A/S ADR ASND 2.35%
West Pharmaceutical Services Inc WST 2.32%

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CMCCX description

The Fund seeks significant capital appreciation by investing, under normal market conditions, at least 80% of its net assets in stocks of companies with a market capitalization, at the time of initial purchase, equal to or less than the largest stock in the Russell Midcap Index.

CMCCX performance & returns

YTD Return 18.82%
1-Month Return 1.84%
3-Month Return 4.30%
1-Year Return 4.30%
3-Year Return 24.92%
5-Year Return 19.76%
10-Year Return 14.43%
CMCCX expense ratio is 1.9%.

CMCCX holdings

Top 10 Holdings (21.65% of Total Assets)

Name Symbol % Assets
Cadence Design Systems Inc CDNS 2.55%
Ansys Inc ANSS 2.31%
DocuSign Inc DOCU 2.23%
Align Technology Inc ALGN 2.18%
CoStar Group Inc CSGP 2.17%
Lululemon Athletica Inc LULU 2.16%
Chipotle Mexican Grill Inc Class A CMG 2.13%
IDEXX Laboratories Inc IDXX 1.98%
Penumbra Inc PEN 1.97%
GoDaddy Inc A GDDY 1.97%

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