Chase Mid Cap Growth Fund

Class Inst (CHIMX)
Scorecard
4 / 5 Stars
Lipper
---
Zacks Investment Research
3 (Hold)
Standard & Poor's
2 / 5 Stars
TheStreet.com
---

U.S. News evaluated 223 Mid-Cap Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all Chase funds

See full Mid-Cap Growth rankings

See more fund rankings

Performance

The fund has returned 29.85 percent over the past year, 15.62 percent over the past three years, 23.90 percent over the past five years, and 9.81 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date -0.9%
1 Year 29.8%
3 Years (Annualized) 15.6%
5 Years (Annualized) 23.9%
10 Years (Annualized) 9.8%

See more CHIMX performance

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 $15 billion. The fund may invest a portion of its assets in non-U.S. issuers through the use of depositary receipts, such as ADRs.

Fees

Fees are Low compared to funds in the same category.
Chase Mid Cap Growth Fund has an expense ratio of 1.22 percent.

See more CHIMX fees

Risk

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

See more CHIMX risk