3 / 5 Stars
3 2 5 1 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#119 in Large Growth
U.S. News evaluated 464 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 30.60 percent over the past year, 15.35 percent over the past three years, 15.84 percent over the past five years, and 7.10 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||8.9%|
|3 Years (Annualized)||15.4%|
|5 Years (Annualized)||15.8%|
|10 Years (Annualized)||7.1%|
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 are Above Average compared to funds in the same category.
Chase Growth Fund has an expense ratio of 1.40 percent.
Risk is Low compared to funds in the same category according to Morningstar.