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Commerce Funds Value Fund, Institutional Shares · NASDAQ
Price: $34.98 · Annual div: $3.69/share · Frequency: quarterly · Payout ratio: 50% · Ex-div: TBD
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Year your monthly dividend income covers each expense (based on current settings)
$10,000 in CFVLX → $27.2K in 10 years · $216.55/month
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.
This calculation uses the DividendFlow Engine v6.0. Data is verified daily against SEC filings and FMP real-time feeds to ensure projection accuracy.
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Real after-tax yield depends on where you live and how you hold CFVLX.
| Account/Country | Tax Rate | After-tax Yield | Real Yield | $10K Annual Income |
|---|---|---|---|---|
| 🇺🇸 Roth IRA / 401k | 0% | 10.54% | 7.74% | $1,054 / yr |
| 🇺🇸 US Taxable (15%) ✓ | 15% | 8.96% | 6.16% | $896 / yr |
| 🇺🇸 US Taxable (20%) | 20% | 8.43% | 5.63% | $843 / yr |
| 🇬🇧 UK ISA | 0% | 10.54% | 7.74% | $1,054 / yr |
| 🇬🇧 UK Taxable | 8.75% | 9.62% | 6.82% | $962 / yr |
| 🇨🇦 TFSA | 0% | 10.54% | 7.74% | $1,054 / yr |
| 🇨🇦 CA Taxable | 25% | 7.90% | 5.10% | $791 / yr |
| 🇦🇺 Super (pension) | 15% | 8.96% | 6.16% | $896 / yr |
| 🇦🇺 AU Taxable | 30% | 7.38% | 4.58% | $738 / yr |
| 🇩🇪 DE Taxable | 26.375% | 7.76% | 4.96% | $776 / yr |
| 🇫🇷 FR Taxable | 30% | 7.38% | 4.58% | $738 / yr |
Real yield = after-tax yield minus US CPI of 2.8%. 12-month CPI (US BLS via FMP economic-indicators). Click any row to select. US withholding tax (30%, reducible by treaty) applies to non-US residents holding US stocks in taxable accounts.
12-month CPI (US BLS via FMP economic-indicators).
Based on current dividend of $3.69/share/yr · 🇺🇸 US Taxable (15%) · static projection (no growth assumed).
CFVLX pays quarterly — 4 times per year. Next ex-div: TBD.
How CFVLX compares to typical Financial Services averages.
Benchmarks: S&P 500 sector averages (2024–2026). Sources: Morningstar, Bloomberg, NAREIT. 5Y CAGR for CFVLX sourced from FMP /financial-growth endpoint — real data, not estimates.
Dividend yields, payout ratios, and financial metrics are sourced from Financial Modeling Prep (FMP) and cross-referenced with SEC EDGAR filings. Data is cached and updated every 24 hours via our nightly refresh. DRIP projections are forward-looking estimates, not guarantees.
Educational purposes only. Not financial advice. DividendFlow is not a registered investment advisor. Projections generated by the CFVLX dividend calculator are estimates based on historical data and user inputs. Actual future returns, stock prices, and dividend payments will vary. Dividends can be cut or suspended at any time. All investments carry risk, including the loss of principal. Please consult a qualified financial professional before making any investment decisions. Full disclaimer →
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