The Chesapeake Growth Fund Quote
| CHCGX Fund | USD 50.04 0.29 0.58% |
PerformanceVery Weak
| Odds Of DistressLow
|
The Chesapeake is trading at 50.04 as of the 21st of March 2025; that is 0.58 percent decrease since the beginning of the trading day. The fund's open price was 50.33. The Chesapeake has about a 22 % 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 21st of December 2024 and ending today, the 21st of March 2025. Click here to learn more.
The fund, which is a diversified separate investment portfolio of the Chesapeake Investment Trust , seeks capital appreciation by investing primarily in equity securities of the largest 1,000 companies, based on market capitalization, domiciled in the United States. More on The Chesapeake Growth
Moving together with The Mutual Fund
| 0.82 | FAFGX | American Funds | PairCorr |
| 0.82 | FFAFX | American Funds | PairCorr |
| 0.8 | GFACX | Growth Fund | PairCorr |
| 0.85 | GFAFX | Growth Fund | PairCorr |
| 0.92 | AGTHX | Growth Fund | PairCorr |
Moving against The Mutual Fund
The Mutual Fund Highlights
| Fund Concentration | Chesapeake Funds, Large Growth Funds, Large Growth, Chesapeake (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 28th of February 2023 |
| Fiscal Year End | October |
The Chesapeake Growth [CHCGX] is traded in USA and was established 21st of March 2025. The Chesapeake is listed under Chesapeake category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Chesapeake family. This fund currently has accumulated 38.47 M in assets under management (AUM) with minimum initial investment of 2.5 K. Chesapeake Growth is currently producing year-to-date (YTD) return of 0.06%, while the total return for the last 3 years was 4.5%.
Check The Chesapeake Probability Of Bankruptcy
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 The 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 The 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 The Chesapeake Growth 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.
Top The Chesapeake Growth Mutual Fund Constituents
| EOG | EOG Resources | Stock | Energy | |
| GS | Goldman Sachs Group | Stock | Financials | |
| VMC | Vulcan Materials | Stock | Materials | |
| LHX | L3Harris Technologies | Stock | Industrials | |
| VRTX | Vertex Pharmaceuticals | Stock | Health Care | |
| TTWO | Take Two Interactive Software | Stock | Communication Services | |
| SPOT | Spotify Technology SA | Stock | Communication Services | |
| NKE | Nike Inc | Stock | Consumer Discretionary |
Chesapeake Growth Risk Profiles
| Mean Deviation | 0.7988 | |||
| Standard Deviation | 1.03 | |||
| Variance | 1.06 | |||
| Risk Adjusted Performance | (0.1) |
The Chesapeake Against Markets
Other Information on Investing in The Mutual Fund
The Chesapeake financial ratios help investors to determine whether The 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 The with respect to the benefits of owning The Chesapeake security.
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated | |
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
| Global Correlations Find global opportunities by holding instruments from different markets | |
| Analyst Advice Analyst recommendations and target price estimates broken down by several categories |