Chase Growth
615 E Michigan Street
Map
Phone: 888-861-7556
| Category: | Large Growth | | Fund Family: | Chase | | Net Assets: | 374.94M | | Year-to-Date Return: | 10.64% | | Yield: | 0.24% | | Morningstar Rating: |  | | Fund Inception Date: | 02-Dec-97 |
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Brian Lazorishak
Lead Manager since
02-Dec-97 | | | Lazorishak has been with Chase Investment Counsel Corporation since 1997 and has been a vice president of the firm since 2000. He concentrates on quantitative and technical analysis. Prior to that, Lazorishak held several positions at GMAC Commercial Mortgage and Transport Insurance Group. He is a member of The Richmond Society of Financial Analysts. Lazorishak holds the Chartered Financial Analyst designation and is a Level II candidate in the Chartered Market Technician Program. |
| Min Initial Investment: | $2,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | $250 | | Min Subsequent Investment: | $250 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | $250 |
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| 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 Advisor considers a large-cap company to be one that has a market capitalization of $5 billion and above. |
| Last Dividend
(18-Dec-08):
| 0.04 | | Last Cap Gain
(20-Dec-07):
| 1.92 | | Annual Holdings Turnover
| 181.38% | | Average for Category:
| 112.30% |
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| Expense | CHASX | Category
Avg | | Total Expense Ratio: | %
| 1.33% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | %
| 2.62% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $670 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,047 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,062 |
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0.20% Nasdaq 
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