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

Mutual Fund Insights: Chesapeake Growth A Fund (CHEAX)

In-depth Analysis of Chesapeake Growth A Fund (CHEAX)

Mutual fund chart: Chesapeake Growth A Fund (CHEAX)

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See Chesapeake Growth A Fund (CHEAX) performance details as of January 31, 2010

  

    Last Trade: $12.21 on 3/18/2010, Change: +0.02 (0.16%)
Experiment our closing price forecasting tool for Chesapeake Growth A Fund (CHEAX) (alpha release)

  

Fund Manager - John L. Lewis IV

Fund Manager Tenure: 16.0 years   [Similar Funds: CHESX ]
Fundmojo Fund Grade: D (Score: 0.4)     (What does this score mean?)
Lewis, IV has served as president of Gardner Lewis Asset Management since the firm's founding in 1990. Previously, he was a portfolio manager with Friess Associates. Prior to joining Friess Associates, Lewis worked as an equity research consultant with Branch Cabell & Company.  Get more insights on John L. Lewis IV

  

What we like about Chesapeake Growth A Fund (CHEAX) What we like about Chesapeake Growth A Fund (CHEAX)

Data for Chesapeake Growth A Fund (CHEAX) as of January 31, 2010

  • Chesapeake Growth A Fund (CHEAX) management has been with Chesapeake Growth A Fund for 16.0 years
  • Chesapeake Growth A Fund (CHEAX) has good short-term performance (1-year return 48.15% vs 39.73% Mid-Cap Growth category average)
  • Chesapeake Growth A Fund (CHEAX) ratio of up-years vs down years is greater than 2
  • Chesapeake Growth A Fund (CHEAX) has an annual stock turnover rate of 80.00% vs Mid-Cap Growth average of 138.22%. It is good that Chesapeake Growth A management does not trade extensively for its return.

  

What we are cautious about Chesapeake Growth A Fund (CHEAX) What we are cautious about Chesapeake Growth A Fund (CHEAX)

Data for Chesapeake Growth A Fund (CHEAX) as of January 31, 2010

  • Chesapeake Growth A Fund is a focused fund with 31.30% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Chesapeake Growth A Fund (CHEAX) has a less-than-ideal mid-term performance (3-year return -6.97% vs -5.54% Mid-Cap Growth category average)
  • Chesapeake Growth A Fund (CHEAX) has a less-than-ideal Long-term performance (5-year return 0.74% vs 1.43% Mid-Cap Growth category average)
  • Chesapeake Growth A Fund (CHEAX) has a Morningstar rating of 3 and below
  • Chesapeake Growth A Fund (CHEAX) is less safe compared to its Mid-Cap Growth peers
  • Chesapeake Growth A Fund (CHEAX) does not have a good risk adjusted return as its 3-year Alpha of 2.96 is worse than category average of 3.29, and its 3-year Sharpe ratio is -0.23
  • Chesapeake Growth A Fund (CHEAX) is more volatile than its peers as it has a 3-year Standard Deviation of 25.51 that is higher than category average of 23.72
  • Chesapeake Growth A Fund (CHEAX) has a higher management fee of 2.71% than its Mid-Cap Growth average of 1.46%
  • Even though Chesapeake Growth A Fund carries no load, it does have a 0.09% of 12b1 promotion, distributions, marketing expenses
See Chesapeake Growth A Fund (CHEAX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Mid-Cap Growth category?

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Chesapeake Growth A Fund (CHEAX) Net Asset

Track net asset change of Chesapeake Growth A fund (CHEAX)

DateNet Asset
01/2010$2.79M
11/2009$2.92M
10/2009$2.77M
More historic net asset information on Chesapeake Growth A Fund (CHEAX)

  

Chesapeake Growth A Fund (CHEAX) Portfolio Allocation

Track portfolio allocation change of Chesapeake Growth A fund (CHEAX)

DateCashStockBondOther
09/20091.54%98.46%0%0%
06/20090%100%0%0%
03/20090.12%99.88%0%0%
Click here to see more historic asset allocation information on Chesapeake Growth A Fund (CHEAX)

  

Most Recent Top 10 Holdings in Chesapeake Growth A Fund (CHEAX)

Discover what Chesapeake Growth A Fund (CHEAX) manager is buying

30-Sep-09
BK OF AMERICA CP [4.92%]
GOLDMAN SACHS GRP [3.62%]
HUMANA INC [3.43%]
CROWN HOLDINGS INC [2.94%]
Dreamworks Animation SKG, Inc. [2.93%]
QUALCOMM Incorporated [2.83%]
Apple Inc. [2.74%]
Express Scripts, Inc. [2.65%]
DIRECTV [2.53%]
Teva Pharmaceutical Industries [2.48%]

30-Jun-09
BK OF AMERICA CP [4.55%]
GOLDMAN SACHS GRP [3.46%]
QUALCOMM Incorporated [3.31%]
CROWN HOLDINGS INC [3.03%]
DEAN FOODS CO [2.99%]
Teva Pharmaceutical Industries [2.91%]
Express Scripts, Inc. [2.84%]
The DIRECTV Group, Inc. [2.75%]
HUMANA INC [2.71%]
Dreamworks Animation SKG, Inc. [2.64%]

31-Mar-09
Crown Holdings Inc [3.65%]
Monsanto Co. (New) [3.6%]
QUALCOMM Incorporated [3.51%]
Teva Pharmaceutical Industries [3.27%]
ESCO Technologies, Inc. [3.21%]
Tower Group, Inc. [3.16%]
The DIRECTV Group, Inc. [3.13%]
Goldman Sachs Group, Inc. [3.07%]
Best Buy Inc [2.95%]
Bank of America Corp. [2.9%]
Click here for Stock Holding Change Map in Chesapeake Growth A Fund (CHEAX)

  

Related books and products to Chesapeake Growth A Fund (CHEAX)

  

Latest News on Chesapeake Growth A (CHEAX)

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