Chase GrowthCHASX

Morningstar Rating

Fund Research and Analysis

by Greg Brown

Chase Growth has been left in the dust recently, but its long-term fundamentals are sound.

The strong market rally that began in early March 2009 has given the typical large-growth fund a year-to-date return of nearly 30% through Oct. 12, 2009. In Read more

Kudos

Since its inception in December 1997, this fund has had the same managers and the same strategy.

Strong relative returns.

Disciplined, valuation-conscious strategy. Read more

Risks

For a no-load offering, this fund's expense ratio is above average.

When speculative growth stocks rally, the fund will likely lag its peers.

Concentrated portfolio of 35 to 45 stocks courts issue-specific risk.

Portfolio turnover can be high, which can undermine tax efficiency. Read more

Strategy

Lead manager David Scott buys large- and mega-cap companies that show consistently strong earnings growth and are attractively priced. A quantitative screen seeks out companies with earnings growth of Read more

Management

The founder of Chase Growth, Derwood Chase Jr., has been in institutional asset management since the 1950s. He and comanager David Scott launched this fund in December 1997. Brian Lazorishak, who also assists with the fund's quantitative screening, Read more

Inside Scoop

Because this fund owns only 35 to 45 stocks, its winning picks have a big impact on returns. Also, its manager is not afraid to make sector bets, so the fund doesn't resemble Read more

First Name

Last Name

Email Address

Zip Code

Create Password

Verify Password

(6-15 characters; case sensitive)

What is your occupation or job title?

Select...

Your registration indicates agreement to the terms of use.

Dodge & Cox: Health Care Now More Attractive
Watch more