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    Chase Mid Cap Growth Institutional (CHIMX)

    46.06 Down 0.13(0.28%) Apr 24
    Prev Close:46.06
    YTD Return*:8.08%
    Net Assets*:32.14M
    Yield*:N/A

    * As of 31-Mar-15

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

    Headlines

    • No Headlines available for CHIMX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    DLTR3.6815.52
    ALGT3.1419.67
    ABC2.9024.58
    AKRX2.7930.94
    FISV2.7912.13

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:32.14M
    Category:Mid-Cap Growth
    Annual Report Expense Ratio (net):1.18%

    Performance & Risk

    YTD Return:8.08%
    5y Avg Return:17.03%
    Rank in Category (ytd):6
    % Rank in Category (ytd):0.77%
    Beta (3y):1.02
    Morningstar Risk Rating:3

    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 $20 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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