Chase Growth is trading at 13.25 as of the 20th of March 2025; that is 0.99% increase since the beginning of the trading day. The fund's open price was 13.12. Chase Growth has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 20th of December 2024 and ending today, the 20th of March 2025. Click here to learn more.
Under normal market conditions, the fund invests primarily in common stocks of domestic companies of any size market capitalization. Stocks that the adviser purchases for it typically have earnings growth in excess of 10 percent per year on a historical basis, have demonstrated consistency of earnings growth over time and are believed by the adviser to be of higher quality than other company stocks. More on Chase Growth Fund
Chase Growth Fund [CHASX] is traded in USA and was established 20th of March 2025. Chase Growth is listed under Chase category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Chase family. The entity is thematically classified as Large Growth Funds. This fund currently has accumulated 66.45 M in assets under management (AUM) with no minimum investment requirementsChase Growth is currently producing year-to-date (YTD) return of 0.49%, while the total return for the last 3 years was 12.93%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Chase Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Chase Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Chase Growth Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Other Information on Investing in Chase Mutual Fund
Chase Growth financial ratios help investors to determine whether Chase Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Chase with respect to the benefits of owning Chase Growth security.