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    Chase Mid Cap Growth Institutional (CHIMX)

    46.60 Down 0.02(0.04%) Aug 4
    Prev Close:46.62
    YTD Return*:9.80%
    Net Assets*:30.84M
    Yield*:N/A

    * As of 30-Jun-15

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

    Headlines

    • No Headlines available for CHIMX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    TMH2.88N/A
    ALGT2.86N/A
    FISV2.85N/A
    ORLY2.66N/A
    OLED2.65N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:30.84M
    Category:Mid-Cap Growth
    Annual Report Expense Ratio (net):1.18%

    Performance & Risk

    YTD Return:9.80%
    5y Avg Return:19.46%
    Rank in Category (ytd):7
    % Rank in Category (ytd):0.91%
    Beta (3y):0.99
    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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