| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
1
1
5
2
1
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
E+
(Sell)
|
#358 in Large Growth
U.S. News evaluated 485 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 16.39 percent over the past year, 13.38 percent over the past three years, 1.98 percent over the past five years, and 6.36 percent over the past decade.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 11.9% |
| 1 Year | 16.4% |
| 3 Years (Annualized) | 13.4% |
| 5 Years (Annualized) | 2.0% |
| 10 Years (Annualized) | 6.4% |
Summary
The investment seeks growth of capital. The fund normally 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 High compared to funds in the same category.
Chase Growth Fund has an expense ratio of 1.33 percent.
Risk
Risk is Low compared to funds in the same category according to Morningstar.
