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Chase Mid Cap Growth N (CHAMX) Fund Ranking and Research

Ranking, Research and Recommendation of Chase Mid Cap Growth N (CHAMX) Fund

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

 

Graph of Chase Mid Cap Growth N Fund (CHAMX) ManagerFund Manager - Peter W. Tuz

Fund Manager Information

Fund Manager Tenure: 8.5 years
Fund Family: Chase
Fund Category: Mid-Cap Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.63)     (What does this score mean?)

 

Graph of Chase Mid Cap Growth N Fund (CHAMX) ProfileChase Mid Cap Growth N Fund (CHAMX) Profile

Fund Profile and Description

Chase Mid Cap Growth N Fund seeks capital appreciation. Chase Mid Cap Growth N 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 Advisor considers a mid-cap company to be one that has a market capitalization of between $500 million and $10 billion.

 

Chase Mid Cap Growth N (CHAMX) Fund Strength What we like about Chase Mid Cap Growth N (CHAMX) Fund

Data for Chase Mid Cap Growth N Fund (CHAMX) as of May 30, 2016

  • Chase Mid Cap Growth N Fund (CHAMX) management has been with Chase Mid Cap Growth N Fund for 8.5 years
  • Chase Mid Cap Growth N Fund (CHAMX) has good short-term performance (1-year return -4.89% vs -5.73% Mid-Cap Growth category median performance)
  • Chase Mid Cap Growth N Fund (CHAMX) has good mid-term performance (3-year return 8.65% vs 8.38% Mid-Cap Growth category median performance)
  • Chase Mid Cap Growth N Fund (CHAMX) has good Long-term performance (5-year return 8.44% vs 7.70% Mid-Cap Growth category median performance)
  • Chase Mid Cap Growth N Fund (CHAMX) ratio of up-years vs down years is greater than 2
  • Chase Mid Cap Growth N Fund (CHAMX) has a Morningstar rating of 4 and above
  • Chase Mid Cap Growth N Fund (CHAMX) has an annual stock turnover rate of 50.61% vs Mid-Cap Growth average of 50.96%. It is good that Chase Mid Cap Growth N management does not trade extensively for its return.
  • Chase Mid Cap Growth N Fund (CHAMX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Chase Mid Cap Growth N Fund (CHAMX) Weakness What we are cautious about Chase Mid Cap Growth N (CHAMX) Fund

Data for Chase Mid Cap Growth N Fund (CHAMX) as of May 30, 2016

  • Chase Mid Cap Growth N Fund (CHAMX) is less safe compared to its Mid-Cap Growth peers
  • Chase Mid Cap Growth N Fund (CHAMX) is more volatile than its peers as it has a 3-year Standard Deviation of 13.8 that is higher than category average of 13.49
  • Chase Mid Cap Growth N Fund (CHAMX) has a higher expense ratio of 1.43% than its Mid-Cap Growth average of 1.28%
See Chase Mid Cap Growth N Fund (CHAMX) performance details as of May 30, 2016

 

What do you think?

 

Compare Chase Mid Cap Growth N Fund (CHAMX)Compare with other top Mid-Cap Growth category mutual funds

Aadditional top Mid-Cap Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Chase Mid Cap Growth N1.19-4.898.658.44
Akre Focus Instl (AKRIX)3.591.8011.1515.02Compare
Baron Asset Instl (BARIX)1.54-1.9810.2810.08Compare
Bright Rock Mid Cap Growth Instl (BQMGX)8.534.539.875.79Compare

See top fund managers for Mid-Cap Growth Category Funds

 

Compare Chase Mid Cap Growth N Fund (CHAMX)Compare with Mid-Cap Growth category ETFs

Some Mid-Cap Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim S&P MidCap 400 Pure Gr ETF (RFG)000
PowerShares Russell Midcap Pure Gr ETF (PXMG)-0.83%-6.85%5.24%
RevenueShares NavellierOverall A-100 ETF (RWV)1.16%-5.74%7.25%
iShares Morningstar Mid-Cap Growth (JKH)1.51%-5.25%9.06%
Vanguard Mid-Cap Growth ETF (VOT)3.05%-4.02%9.94%

 

Graph of Chase Mid Cap Growth N Fund (CHAMX) Net Asset TrackingChase Mid Cap Growth N (CHAMX) Fund Net Asset

Track net asset change of Chase Mid Cap Growth N fund (CHAMX)

DateNet Asset
05/2016$24.95M
03/2016$25.14M
02/2016$24.00M
More historic net asset information on Chase Mid Cap Growth N Fund (CHAMX)

  

Graph of Chase Mid Cap Growth N Fund (CHAMX) Portfolio TrackingChase Mid Cap Growth N (CHAMX) Fund Portfolio Allocation

Track portfolio allocation change of Chase Mid Cap Growth N fund (CHAMX)

DateCashStockBondOther
03/20163.2%96.8%0%0%
12/20154.12%95.88%0%0%
09/20152.69%97.31%0%0%
Click here to see more historic asset allocation information on Chase Mid Cap Growth N Fund (CHAMX)

 

graph of Chase Mid Cap Growth N Fund (CHAMX) Top 10 Position TrackingTop 10 Holdings in Chase Mid Cap Growth N (CHAMX) Fund

Discover what Chase Mid Cap Growth N Fund (CHAMX) manager is buying

Mar 30, 2016
Fiserv, Inc. [3.76%]
Tyson Foods, Inc. Common Stock [3.53%]
Toro Company (The) Common Stock [3.49%]
Spectrum Brands Holdings, Inc. [3.2%]
Microsemi Corporation [3.18%]
Thor Industries, Inc. Common St [3.09%]
NVR, Inc. Common Stock [3.07%]
Masco Corporation Common Stock [2.85%]
Paychex, Inc. [2.75%]
Pinnacle Foods, Inc. Common Sto [2.7%]

Dec 30, 2015
Waste Connections, Inc. Common [3.37%]
Fiserv, Inc. [3.36%]
Hormel Foods Corporation Common [2.99%]
j2 Global, Inc. [2.93%]
Spectrum Brands Holdings, Inc. [2.88%]
Jarden Corporation Common Stock [2.87%]
Toro Company (The) Common Stock [2.84%]
Tyson Foods, Inc. Common Stock [2.75%]
NVR, Inc. Common Stock [2.73%]
Citizens Financial Group, Inc. [2.71%]

Sep 29, 2015
Fiserv, Inc. [3.36%]
Microsemi Corporation [2.82%]
Euronet Worldwide, Inc. [2.76%]
Allegiant Travel Company [2.68%]
Team Health Holdings, Inc. Team [2.68%]
Pinnacle Foods, Inc. Common Sto [2.65%]
AmerisourceBergen Corporation C [2.64%]
Paychex, Inc. [2.57%]
Caleres, Inc. Common Stock [2.56%]
Click here for Stock Holding Change Map in Chase Mid Cap Growth N Fund (CHAMX)

  

Latest News on Chase Mid Cap Growth N (CHAMX) Fund

See what is happening with Chase Mid Cap Growth N Fund (CHAMX)

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Chase Mid Cap Growth N Fund (CHAMX) Related ResourcesSee more information on Chase Mid Cap Growth N (CHAMX) Fund

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