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Chesapeake Growth Inv (CHEAX)

16.28 Down 0.03(0.18%) 24 May

Prev Close:16.28
YTD Return*:2.95%
Net Assets*:9.12M
Yield*:N/A

* As of 28-Feb-13

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for CHEAX at this time.

Top Holdings

Symbol% AssetsYTD Return %
AAPL6.51-18.61
EQIX5.023.27
HUM4.52-1.09
STRZA4.2842.90
BAC3.49-2.24

Fund Basics

Morningstar Overall Rating:
Total Assets:9.12M
Category:Mid-Cap Growth
Total Expense Ratio:2.14%

Performance & Risk

YTD Return:2.95%
5y Avg Return:1.72%
Rank in Category (ytd):99
% Rank in Category (ytd):13.64%
Beta (3y):1.31
Morningstar Risk Rating:5

Fund Summary

The investment seeks capital appreciation. The fund invests at least 90% of its total assets in equity securities, of which no more than 25% of the fund's total assets will be invested in the securities of any one industry. Additionally, companies in which the fund invests typically will show strong earnings growth when compared to the previous year's comparable period. Up to 10% of the fund's total assets may consist of foreign securities and sponsored American Depositary Receipts ("ADRs"). View More
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