Chase Mid Cap Growth N (CHAMX)
42.46 
0.39(0.91%) Jun 19
| Prev Close: | 42.85 |
|---|
| YTD Return*: | 5.68% |
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| Net Assets*: | 30.07M |
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| Yield*: | N/A |
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* As of 28-Feb-13
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Top Holdings
| Symbol | % Assets | YTD Return % |
|---|
| PWR | 2.97 | 3.30 |
| MTZ | 2.78 | 23.47 |
| ACT | 2.69 | -0.53 |
| BECN | 2.69 | 11.81 |
| PII | 2.51 | 3.61 |
Fund Basics
| Morningstar Overall Rating: | |
| Total Assets: | 30.07M |
| Category: | Mid-Cap Growth |
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| Annual Report Expense Ratio (net): | 1.48% |
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Performance & Risk
| YTD Return: | 5.68% |
| 5y Avg Return: | 6.71% |
| Rank in Category (ytd): | 89 |
| % Rank in Category (ytd): | 12.26% |
| Beta (3y): | 0.90 |
| Morningstar Risk Rating: | 1 |
Fund Summary
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.
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