Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | CHIMX Insights | CHIMX Score | CHIMX Performance | CHIMX News | CHIMX Allocation | CHIMX Holdings Change

Fund (CHIMX)

Fund performance review and position details on Fund (CHIMX)

    Last Trade: $ on , Change: (0%)

 Fund (CHIMX) Highlight Fund (CHIMX) Fund Summary

Fund (CHIMX) statistics as of May 30, 2016

Category: Mid-Cap Growth
Fund Family: Chase
Net Asset: $24.95M
Yield: 0%
Year-to-Date Return: 1.28%
Morningstar rating: 3


 Fund (CHIMX) Cost Fund (CHIMX) Cost

Fund (CHIMX) various investment related cost

Initial Investment: 1,000,000
Total Expense Ratio (Mid-Cap Growth average): 1.18% (1.28%)
Max Front End Sales Load: 0%
Max Back End Sales Load: 0%
Annual Holdings Turnover: 50.61%


 Fund (CHIMX) Performance Fund (CHIMX) Performance

Most current Fund (CHIMX) Performance

1-month Performance (Mid-Cap Growth category median performance): 3.86% (2.34%)
3-month Performance (Mid-Cap Growth category median performance): 9.26% (10.40%)
1 Year Performance (Mid-Cap Growth category median performance): -4.67% (-5.73%)
3 Year Performance (Mid-Cap Growth category median performance): 8.91% (8.38%)
5 Year Performance (Mid-Cap Growth category median performance): 8.66% (7.70%)
Number of Years of positive return: 3 years
Number of Years of negative return: 0 years
3 year Alpha (Mid-Cap Growth category average): -2.4 (-2.65)
3 year Beta (Mid-Cap Growth category average): 1.07 (1.02)
3 year Sharpe Ratio: 0.68
3 year Treynor: 8.28

 Fund (CHIMX) topholdingTop Stock Holdings in Fund (CHIMX)

See stock holding change map for more historic information

StockWeightingPrice change (15 mins delay)
Fiserv, Inc.3.76%0.00%
Tyson Foods, Inc. Common Stock3.53%0.00%
Toro Company (The) Common Stock3.49%0.00%
Spectrum Brands Holdings, Inc. 3.2%0.00%
Microsemi Corporation3.18%0.00%
Thor Industries, Inc. Common St3.09%0.00%
NVR, Inc. Common Stock3.07%0.00%
Masco Corporation Common Stock2.85%0.00%
Paychex, Inc.2.75%0.00%
Pinnacle Foods, Inc. Common Sto2.7%0.00%
*Note: The price change will reset to 0 after the midnight


 Fund (CHIMX) Portfolio Allocation Fund (CHIMX) Fund Portfolio Allocation

Fund (CHIMX) Fund Portfolio Allocation data as of 03/2016



 Fund (CHIMX) CompareCompare with other Mid-Cap Growth category mutual funds

Below are some additional Mid-Cap Growth mutual funds generated out of our database

Fund1 Year3 year5 year
Akre Focus Instl (AKRIX)1.8011.1515.02 Compare
Baron Asset Instl (BARIX)-1.9810.2810.08 Compare
Bright Rock Mid Cap Growth Instl (BQMGX)4.539.875.79 Compare

See top fund managers for Mid-Cap Growth Category Funds


 Fund (CHIMX) PerformanceOther Financial Data Web Sites on Fund (CHIMX)

Addition research sites for Fund (CHIMX)


 Fund (CHIMX) Related ResourcesSee more information on (CHIMX) Fund

Popular pages on (CHIMX) Fund

Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update