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  •  Dow Down 1.65% Nasdaq Down 1.89%

    Chase Growth N (CHASX)

    13.04 Down 0.18(1.36%) Jan 27
    Prev Close:13.22
    YTD Return*:13.48%
    Net Assets*:98.20M
    Yield*:N/A

    * As of 31-Dec-14

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Top Holdings

    Symbol% AssetsYTD Return %
    SWKS4.050.84
    MSFT3.770.67
    CVS3.69-1.26
    STZ3.43-0.68
    ACT.IR3.370.67

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:98.2M
    Category:Large Growth
    Annual Report Expense Ratio (net):1.33%

    Performance & Risk

    YTD Return:13.48%
    5y Avg Return:13.65%
    Rank in Category (ytd):15
    % Rank in Category (ytd):0.88%
    Beta (3y):1.05
    Morningstar Risk Rating:1

    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"). View More
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