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    Chase Growth N (CHASX)

    12.00 Down 0.02(0.17%) May 4

    Profile as of Mar 30, 2016Get Profile for:
    Chase Growth N
    Advisor Series Trust (Chase)615 E Michigan StreetMilwaukee, WI 53202
    Phone: 888-861-7556
    Fund Overview 
    Category:Large Growth
    Fund Family:Chase
    Net Assets:85.17M
    Year-to-Date Return:-0.82%
    Morningstar Rating:4 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 
    Peter W. Tuz
    Lead Manager since Jan 28, 2011
    Tuz is a president, head analyst and sector portfolio manager for health, energy and financials with Chase Investment Counsel Corporation since 1997.
    Investment Information 
    Min Initial Investment:2,000
    Min Initial Investment, IRA:N/A
    Min Initial Investment, AIP:2,000
    Min Subsequent Investment:250
    Min Subsequent Investment, IRA:N/A
    Min Subsequent Investment, AIP:250
    CHASX can be purchased from 101 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 7, 2015) : 0.00
    Annual Holdings Turnover (May 2, 2016) : 40.05%
    Average for Category:53.00%
    Fees & Expenses 
    ExpenseCHASXCategory Avg
    Annual Report Expense Ratio (net):1.29%1.16%
    Prospectus Net Expense Ratio:1.20%N/A
    Prospectus Gross Expense Ratio:1.20%N/A
    Max 12b1 Fee:N/AN/A
    Max Front End Sales Load:N/A5.45%
    Max Deferred Sales Load: N/A2.07%
    3 Yr Expense Projection*:381504
    5 Yr Expense Projection*:660795
    10 Yr Expense Projection*:1,4551,624
    * Per $10,000 invested