Dow Down 0.25% Nasdaq Down 0.26%

Chase Growth Institutional (CHAIX)

15.38 Down 0.02(0.13%) Aug 28
Prev Close:15.40
YTD Return*:6.02%
Net Assets*:101.24M
Yield*:N/A

* As of 31-Jul-14

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

Headlines

  • No Headlines available for CHAIX at this time.

Top Holdings

Symbol% AssetsYTD Return %
STZ3.4118.77
ACT.IR3.3929.10
SWKS3.3982.70
SNDK3.3932.56
WLK3.1944.17

Fund Basics

Morningstar Overall Rating:
Total Assets:101.24M
Category:Large Growth
Annual Report Expense Ratio (net):1.15%

Performance & Risk

YTD Return:6.02%
5y Avg Return:14.25%
Rank in Category (ytd):9
% Rank in Category (ytd):0.52%
Beta (3y):0.98
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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