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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

Stock96.8%
Bond0%
Cash3.2%
Other0%

 

 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
-4.678.918.66
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

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