Chesapeake Core Growth
225 Pictoria Drive Suite 450 Rocky Mount NC 27802
Map
Phone: 800-430-3863
| Category: | Large Growth | | Fund Family: | Chesapeake | | Net Assets: | 350.82M | | Year-to-Date Return: | 27.67% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 29-Sep-97 |
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John L. Lewis IV
Lead Manager since
29-Sep-97 | | | Lewis, IV has served as president of Gardner Lewis Asset Management since the firm's founding in 1990. Previously, he was a portfolio manager with Friess Associates. Prior to joining Friess Associates, Lewis worked as an equity research consultant with Branch Cabell & Company. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $2,500 | | Min Initial Investment, AIP: | $2,500 | | Min Subsequent Investment: | $500 | | Min Subsequent Investment, IRA: | $500 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks capital appreciation. The fund normally invest at least 90% of total assets in equity securities and at least 80% of assets in the largest 1,000 companies domiciled in the United States. Its investments in these companies are primarily in equity securities of such companies, such as common and preferred stock and securities convertible into common stock. The fund focuses on companies that show superior prospects for earnings growth. It avoids companies with excessive levels of debt. The fund may also invest in foreign securities that are traded on domestic U.S. exchanges. |
| Last Dividend
(31-Dec-97):
| 0.02 | | Last Cap Gain
(11-Dec-07):
| 0.81 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 110.55% |
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| Expense | CHCGX | Category
Avg | | Total Expense Ratio: | 1.40%
| 1.33% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ 447 | $672 | | 5 Yr Expense Projection*: |
$ 774 | $1,053 | | 10 Yr Expense Projection*: |
$ 1,700 | $2,074 |
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