CCGSX Mutual Fund

CCGSX Mutual Fund (Chautauqua Global Growth Fund Investor Class) is managed by Baird Funds with $1.1M in net assets. CCGSX expense ratio is 1.05%, holding 40 positions across sectors including Information Technology, Consumer Discretionary, Health Care. Inception date: 2016-04-15.

CCGSX performance shows a YTD return of 4.41%. The 1-year return is 16.16% and the 5-year return is 7.90%. CCGSX dividend yield stands at 2.81%, paid annually.

CCGSX top holdings include First American Government Obligations Fund (4.8%), Taiwan Semiconductor - Adr (4.8%), Mastercard Inc (4.1%), Asml Holding Nv Unsponsored Adr Ordinary Shares (3.9%), Schwab Strategic T (3.9%). Go to all CCGSX holdings, CCGSX sectors, or CCGSX dividends.

CCGSX can be compared against other funds. Use CCGSX overlap to find shared positions, or CCGSX vs another fund for a side-by-side view. CCGSX alternatives are available via the screener, along with tax-loss harvesting opportunities.