CHAIX Mutual Fund (Chase Growth Fund Institutional Class) is managed by Chase Investment Counsel with $90.2M in net assets. CHAIX expense ratio is 1.00%, holding 39 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2007-01-29.

CHAIX performance shows a YTD return of 24.23%. The 1-year return is 44.82% and the 5-year return is 18.13%. CHAIX dividend yield stands at 6.48%, paid annually.

CHAIX top holdings include Alphabet Inc series C (5.3%), Technipfmc Plc (4.9%), Invesco Short-Term Investments Trust Treasury Portfolio Institutional Class (4.8%), Nvidia Corp (4.4%), Bank Of New York Mellon (4.0%). View all CHAIX holdings, sector breakdown, or dividend history.

CHAIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CHAIX alternatives are available via the screener, along with tax-loss harvesting opportunities.