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    Chase Growth N (CHASX)

    14.00 Up 0.17(1.23%) May 27
    Prev Close:13.83
    YTD Return*:4.56%
    Net Assets*:98.73M
    Yield*:N/A

    * As of 30-Apr-15

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

    Top Holdings

    Symbol% AssetsYTD Return %
    SWKS4.3736.49
    STZ3.9719.51
    ACT.IR3.8112.59
    CVS3.484.72
    DIS3.0417.88

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:98.73M
    Category:Large Growth
    Annual Report Expense Ratio (net):1.33%

    Performance & Risk

    YTD Return:4.56%
    5y Avg Return:13.89%
    Rank in Category (ytd):23
    % Rank in Category (ytd):1.29%
    Beta (3y):0.99
    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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