Chase Mid Cap Growth Institutional
615 E Michigan Street
Map
Phone: 888-861-7556
| Category: | Mid-Cap Growth | | Fund Family: | Chase | | Net Assets: | 30.07M | | Year-to-Date Return: | 5.75% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | Feb 1, 2012 |
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Brian J. Lazorishak
Lead Manager since Jan 27, 2006 | | | 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. |
| Min Initial Investment: | 1,000,000 | | Min Initial Investment, IRA: | N/A | | Min Initial Investment, AIP: | N/A | | Min Subsequent Investment: | N/A | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks capital appreciation.
The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in the equity securities of companies with medium market capitalizations (a "mid-cap company"). The Adviser generally considers a mid-cap company to be one that has a market capitalization of between $1 billion and $15 billion. The fund may invest a portion of its assets in non-U.S. issuers through the use of depositary receipts, such as ADRs. |
| Last Dividend
:
| 0.00 | | Last Cap Gain
(Dec 16, 2012)
:
| 0.00 | | Annual Holdings Turnover
(May 19, 2013)
:
| 115.01% | | Average for Category: | 71.72% |
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| Expense | CHIMX | Category Avg |
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| Annual Report Expense Ratio (net): | 1.23% | 1.35% | | Prospectus Net Expense Ratio: | 1.23% | N/A | | Prospectus Gross Expense Ratio: | 1.52% | N/A | | Max 12b1 Fee: | N/A | N/A | | Max Front End Sales Load: | N/A | 5.38% | | Max Deferred Sales Load:
| N/A | 2.44% | | 3 Yr Expense Projection*: | 452 | 569 | | 5 Yr Expense Projection*: | 802 | 907 | | 10 Yr Expense Projection*: | 1,788 | 1,845 |
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0.18(0.42%) May 24