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    Chase Mid Cap Growth Institutional (CHIMX)

    41.46 Up 0.83(2.04%) Dec 17
    Prev Close:40.63
    YTD Return*:1.35%
    Net Assets*:34.38M
    Yield*:N/A

    * As of 30-Nov-14

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

    Headlines

    • No Headlines available for CHIMX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    TMH2.8623.82
    SPB2.8531.69
    KEX2.85-9.16
    DLTR2.8121.78
    SWKS2.69131.62

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:34.38M
    Category:Mid-Cap Growth
    Annual Report Expense Ratio (net):1.22%

    Performance & Risk

    YTD Return:1.35%
    5y Avg Return:17.26%
    Rank in Category (ytd):91
    % Rank in Category (ytd):12.12%
    Beta (3y):1.08
    Morningstar Risk Rating:1

    Fund Summary

    The investment seeks capital appreciation. The fund 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. View More
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