Send me a link:

*Text messaging rates may apply.

 Dow Up 0.13% Nasdaq Down 0.10%

AllianceBern Discovery Growth I (CHCIX)

9.65 Down 0.03(0.31%) Jul 28
Prev Close:9.68
YTD Return*:2.16%
Net Assets*:1.88B
Yield*:N/A

* As of 30-Jun-14

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

Headlines

  • No Headlines available for CHCIX at this time.

Top Holdings

Symbol% AssetsYTD Return %
URI2.3437.54
KEX2.0218.42
IEX1.9110.68
POL1.8821.78
LKQ1.86-17.87

Fund Basics

Morningstar Overall Rating:
Total Assets:1.88B
Category:Mid-Cap Growth
Annual Report Expense Ratio (net):0.78%

Performance & Risk

YTD Return:2.16%
5y Avg Return:24.26%
Rank in Category (ytd):74
% Rank in Category (ytd):9.66%
Beta (3y):1.23
Morningstar Risk Rating:5

Fund Summary

The investment seeks long-term growth of capital. The fund invests primarily in a diversified portfolio of equity securities with relatively smaller capitalizations as compared to the overall U.S. market. Under normal circumstances, the fund invests at least 80% of its net assets in the equity securities of small-and mid-capitalization companies. For these purposes, "small- and mid-capitalization companies" are generally those companies that, at the time of investment, fall within the lowest 25% of the total U.S. equity market capitalization (excluding, for purposes of this calculation, companies with market capitalizations of less than $10 million). View More
Your browser doesn't support canvas
SETTINGS
Scrolling
Speed
Display
Price
Submit Feedback