Chesapeake Growth Fund (CHCGX) Research
The Chesapeake Growth Fund, a distinct and diversified investment portfolio operating under the umbrella of the Chesapeake Investment Trust, aims to achieve substantial capital appreciation for its investors. Its core strategy involves concentrating its investments on the equity securities (stocks) of the thousand largest U.S.-based corporations, as measured by their overall market capitalization. To maintain this focus, the fund commits a minimum of 90% of its total holdings to equity instruments. Furthermore, a substantial portion—at least 80% of its total assets—is specifically allocated to the shares of these top 1,000 U.S. market capitalization companies. As a general rule, all securities held by the fund are actively traded on either major U.S. stock exchanges or through domestic over-the-counter (OTC) markets.
Market snapshot
- Symbol
- CHCGX
- Price
- $58.76
- Day change
- +1.31%
- Market cap
- $62.3M
- 52-week range
- 50.12-60.86
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Black Oak Emerging Technology Fund (BOGSX)
- ProFunds Consumer Services Ultra Sector Fund (CYPSX)
- Fort Pitt Capital Total Return Fund (FPCGX)
- Nuveen Multi-Market Income Fund (JMM)
- Victory Integrity Discovery Fund (MMEYX)
- RiverNorth Capital and Income Fund, Inc. (RSF)
- Guggenheim Large Cap Value Fund (SEGPX)
- T. Rowe Price International Funds, Inc. - T. Rowe Price China Evolution Equity Fund (TCELX)
Open Chesapeake Growth Fund (CHCGX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.