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Chesapeake Growth (CHCGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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47.99-0.09 (-0.19%)
At close: 08:01PM EDT

Chesapeake Growth

Rocky Mount NC 27802

225 Pictoria Drive Suite 450

Gardner Lewis Investment Trust

Management information
W. Whitfield Gardner,Lead manager since 28 September 1997
Mr. Gardner has served as Chairman and Chief Executive Officer of Gardner Lewis Asset Management since the firm's founding in 1990. Previously, he was a lead portfolio manager with Friess Associates and its Brandywine Fund. Prior to joining Friess Associates, he worked as an investment analyst with Investments Orange Nassau, a Netherlands based venture capital firm, with interests in both private and public companies. This position stemmed from employment with MBank, where he analyzed companies as well as industry groups. He began his investment career at Lehman Brothers Kuhn Loeb (prior to the Shearson Merger). Mr. Gardner received his B.B.A. in Finance from Southern Methodist University.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryLarge Growth
Fund familyChesapeake
Net assets42.1M
YTD return3.95%
Yield0.00%
Morningstar rating★
Inception date28 Sept 1997

Fund operations

Last dividendN/A
Last cap gain17.00
Holdings turnover80.00%
Average for categoryN/A

Fees and expenses

ExpenseCHCGXCategory average
Annual report expense ratio (net)1.87%0.99%
Prospectus net expense ratio1.87%N/A
Prospectus gross expense ratio1.87%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.36%
Max deferred sales loadN/A1.33%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A