Chesapeake Growth Fund CHCGX

Morningstar Medalist Rating
  • NAV / 1-Day Return$57.61  /  −0.19%
  • Fund Size$45.4M
  • Adjusted Expense Ratio1.710%
  • Net Expense Ratio1.700%
  • Fee Level: DistributionHigh
  • Share Class TypeNo Load
  • Morningstar CategoryLarge Growth
  • Equity Style Box (Funds)Large Blend
  • Minimum Initial Investment$2,500
  • Investment StatusOpen
  • TTM Yield0.00%
  • Turnover Ratio55%

Morningstar’s Analysis CHCGX

Will CHCGX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Chesapeake Growth holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

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Portfolio Holdings CHCGX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings54.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
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