Chase Growth Fund Quote
| CHAIX Fund | USD 16.93 0.18 1.07% |
PerformanceVery Strong
| Odds Of DistressLow
|
Chase Growth is trading at 16.93 as of the 24th of July 2025; that is 1.07 percent up since the beginning of the trading day. The fund's open price was 16.75. Chase Growth has less than a 11 % chance of experiencing some financial distress in the next two years of operation and had a very strong performance during the last 90 days. The performance scores are derived for the period starting the 25th of April 2025 and ending today, the 24th of July 2025. Click here to learn more.
Under normal market conditions, the fund invests primarily in common stocks of domestic companies of any size market capitalization. Stocks that the adviser purchases for it typically have earnings growth in excess of 10 percent per year on a historical basis, have demonstrated consistency of earnings growth over time and are believed by the adviser to be of higher quality than other company stocks. More on Chase Growth Fund
Moving together with Chase Mutual Fund
Chase Mutual Fund Highlights
| Fund Concentration | Chase Funds, Large Blend Funds, Large Growth Funds, Large Growth, Chase, Large Growth, Large Growth (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 28th of January 2023 |
| Fiscal Year End | September |
Chase Growth Fund [CHAIX] is traded in USA and was established 24th of July 2025. Chase Growth is listed under Chase category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Chase family. This fund currently has accumulated 66.45 M in assets under management (AUM) with minimum initial investment of 500 K. Chase Growth is currently producing year-to-date (YTD) return of 6.98%, while the total return for the last 3 years was 21.8%.
Check Chase Growth 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 Chase 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 Chase 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 Chase Growth Fund 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 Chase Growth Fund Mutual Fund Constituents
| MS | Morgan Stanley | Stock | Financials | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| AMAT | Applied Materials | Stock | Information Technology | |
| AXP | American Express | Stock | Financials | |
| PEP | PepsiCo | Stock | Consumer Staples | |
| QRVO | Qorvo Inc | Stock | Information Technology | |
| EEFT | Euronet Worldwide | Stock | Industrials | |
| VMC | Vulcan Materials | Stock | Materials |
Chase Growth Risk Profiles
| Mean Deviation | 0.6974 | |||
| Semi Deviation | 0.2028 | |||
| Standard Deviation | 0.9173 | |||
| Variance | 0.8414 |
Chase Growth Against Markets
Other Information on Investing in Chase Mutual Fund
Chase Growth financial ratios help investors to determine whether Chase 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 Chase with respect to the benefits of owning Chase Growth security.
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