Chase Growth Fund (CHASX) Research

In typical market environments, this fund predominantly allocates its investments to common shares of U.S. companies, irrespective of their market valuation. The adviser generally targets companies with a track record of annual earnings growth exceeding 10%, a history of consistent financial performance, and those deemed to possess superior quality compared to other corporate equities. A segment of the fund's portfolio may also be deployed in non-U.S. entities, accessible either via direct public listing in the United States or through depositary receipts like American Depositary Receipts (ADRs).

Market snapshot

Symbol
CHASX
Price
$19.85
Day change
+0.92%
Market cap
$129.2M
52-week range
14.38-20.04
Sector
Financial Services
Industry
Asset Management

Peer companies

  • The GDL Fund (GDL)
  • Hennessy Large Cap Financial Fund (HLFNX)
  • Jackson Square SMID-Cap Growth Fund (JSMVX)
  • LSV Global Value Fund (LVAGX)
  • Monetta Fund (MONTX)
  • Reynolds Blue Chip Growth Fund (RBCGX)
  • Pear Tree Polaris Small Cap Fund (USBNX)
  • Villere Balanced Fund (VILLX)

Open Chase Growth Fund (CHASX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.