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    Chase Growth N (CHASX)

    13.73 Up 0.02(0.15%) Mar 5
    Prev Close:13.71
    YTD Return*:5.88%
    Net Assets*:102.56M
    Yield*:N/A

    * As of 28-Feb-15

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

    Top Holdings

    Symbol% AssetsYTD Return %
    SWKS4.0525.51
    MSFT3.77-4.87
    CVS3.698.55
    STZ3.4318.14
    ACT.IR3.3715.50

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:102.56M
    Category:Large Growth
    Annual Report Expense Ratio (net):1.33%

    Performance & Risk

    YTD Return:5.88%
    5y Avg Return:15.66%
    Rank in Category (ytd):17
    % Rank in Category (ytd):0.96%
    Beta (3y):1.00
    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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