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Chase Growth N (CHASX)

14.85 Down 0.07(0.47%) Sep 15

Profile as of Aug 30, 2014Get Profile for:
Chase Growth N
615 E Michigan Street
Phone: 888-861-7556
Fund Overview 
Category:Large Growth
Fund Family:Chase
Net Assets:104.87M
Year-to-Date Return:10.52%
Morningstar Rating:3 stars
Fund Inception Date:Dec 2, 1997
Morningstar Style Box 
Large Growth
[View Category Definition]
View Top Large Growth Funds
About the Morningstar Style Box
Management Information 
Brian J. Lazorishak
Lead Manager since Dec 2, 1997
Mr. Lazorishak graduated from the University of Pittsburgh in 1994 with a BS in Psychology and Business, Cum Laude. Brian concentrates on quantitative and technical research and works closely with our senior portfolio managers. He monitors performance reporting to consultants. Prior to joining us in 1997, he held several positions at GMAC Commercial Mortgage and Transport Insurance Group. Brian is a CFA charter holder and is a Level II candidate in the Chartered Market Technician Program. He is a member of The Richmond Society of Financial Analysts.
Investment Information 
Min Initial Investment:2,000
Min Initial Investment, IRA:N/A
Min Initial Investment, AIP:250
Min Subsequent Investment:250
Min Subsequent Investment, IRA:N/A
Min Subsequent Investment, AIP:250
CHASX can be purchased from 96 brokerages.

Fund Summary 
The investment seeks growth of capital. The fund invests primarily in common stocks of domestic companies with large market capitalizations (a "large-cap company"). The Adviser generally considers a large-cap company to be one that has a market capitalization of $5 billion and above. The fund may invest a portion of its assets in non-U.S. issuers through the use of depositary receipts, such as American Depositary Receipts ("ADRs").

Fund Operations 
Last Dividend : 0.00
Last Cap Gain (Dec 15, 2013) : 0.00
Annual Holdings Turnover (Sep 11, 2014) : 119.95%
Average for Category:46.51%
Fees & Expenses 
ExpenseCHASXCategory Avg
Annual Report Expense Ratio (net):1.40%1.20%
Prospectus Net Expense Ratio:1.40%N/A
Prospectus Gross Expense Ratio:1.40%N/A
Max 12b1 Fee:N/AN/A
Max Front End Sales Load:N/A5.45%
Max Deferred Sales Load: N/A2.29%
3 Yr Expense Projection*:443545
5 Yr Expense Projection*:766864
10 Yr Expense Projection*:1,6801,740
* Per $10,000 invested