Chesapeake Growth Instl
225 Pictoria Drive Suite 450 Rocky Mount NC 27802
Map
Phone: 800-430-3863
| Category: | Mid-Cap Growth | | Fund Family: | Chesapeake | | Net Assets: | 9.32M | | Year-to-Date Return: | 43.65% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 06-Apr-94 |
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John L. Lewis IV
Lead Manager since
04-Apr-94 | | | 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: | $1,000,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | $1,000,000 | | Min Subsequent Investment: | $5,000 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks capital appreciation. The fund invests primarily in equity securities of medium and large capitalization companies. It invests in common and preferred stock and securities convertible into common stock. The fund invests normally at least 90% of assets in equity securities, of which no more than 25% of assets in the securities of any one industry. It invests up to 10% of assets in foreign securities and sponsored ADRs. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
(15-Nov-01):
| 0.01 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 125.67% |
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| Expense | CHESX | Category
Avg | | Total Expense Ratio: | 1.39%
| 1.45% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | %
| 2.68% | | 3 Yr Expense Projection*: |
$ 761 | $714 | | 5 Yr Expense Projection*: |
$ 1,301 | $1,046 | | 10 Yr Expense Projection*: |
$ 2,776 | $2,067 |
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0.17% Nasdaq 0.00%
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