Chase Growth Fund

Class Inst (CHAIX)
Scorecard
2 / 5 Stars
Lipper
2 2 5 2 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
TheStreet.com
D+ (Sell)

U.S. News evaluated 466 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 33.04 percent over the past year, 14.66 percent over the past three years, 18.17 percent over the past five years, and 7.36 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 5.5%
1 Year 33.0%
3 Years (Annualized) 14.7%
5 Years (Annualized) 18.2%
10 Years (Annualized) 7.4%

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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").

Fees

Fees are Average compared to funds in the same category.
Chase Growth Fund has an expense ratio of 1.15 percent.

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Risk

Risk is Low compared to funds in the same category according to Morningstar.

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