
toward fundamental overachievers whose economic success hasn't been well-rewarded relative to riskier fare. Chase Growth CHASX --a fund whose bottom-up, quality-biased managers also use momentum--has suffered a similar fate. That
December issue of Morningstar FundInvestor , I profiled a number of well-established momentum funds, among them: Chase Growth CHASX , whose quality bias buoyed relative performance during 2008's downturn, and Brandywine Blue BLUEX, which took
has been top or bottom quartile in Eisinger’s two full years at the helm. Chase Growth CHASX While Janus Orion was moving toward the value side, Chase Growth dialed up the growth, and it has the poor performance to show for it. The fund
insiders , price momentum , and unusually high amounts of trading volume ) . The portfolio holds between 35 and 45 names . Chase Growth has real merit as a moderate blue - chip vehicle . This fund's managers'commitment to high - quality growth stocks is
we've decided to remove Chase Growth CHASX , Harbor Large Cap Value HAVLX ..... dropping, we'll probably miss Chase Growth the most, given that it was ..... opportunities, but the turnover rate at Chase Growth exceeded 180% last year, which
anticipation of heavy Christmas shopping for Apple's AAPL popular product lineup. In terms of individual fund activity, Chase Growth CHASX and Matrix Advisors Value MAVFX were the most active during the quarter, making numerous buys and sells in their
Pin Oak Aggressive Stock POGSX, which is quite aggressive (as its name implies), and the worst performer was Chase Growth CHASX , a conservative fund that owns high-quality growth stocks with economic moats and reasonable valuations. Yet
impressive" at the Yacktman YACKX fund, (up more than 55% year to date), to "something's gone wrong" at Chase Growth CHASX fund, which has generated only an 11% return during a year when the market is up close to 25%, and the large
JENSX, Tweedy, Browne Value TWEBX, Meridian Growth MERDX, LKCM Equity LKEQX, Vanguard Dividend Growth VDIGX, Chase Growth CHASX , Westport Select Cap WPSRX, and FAM Value FAMVX are among the funds you can expect to continue delivering over
explain their downside chops last year. Others, like Vanguard Primecap VPMCX, Amana Trust Growth AMAGX, and Chase Growth CHASX , have excelled, buying industry leaders when their shares temporarily dip. These funds outperformed by so much