CHCGX Mutual Fund

CHCGX Mutual Fund (Chesapeake Growth Fund) is managed by Chesapeake Mutual Funds with $46.8M in net assets. CHCGX expense ratio is 1.71%, holding 34 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 1997-09-29.

CHCGX performance shows a YTD return of 2.97%. The 1-year return is 9.28% and the 5-year return is 3.95%. CHCGX dividend yield stands at 7.41%, paid annually.

CHCGX top holdings include Apple Inc Ord (7.1%), Ubs Group Ag - Common (6.9%), Fidelity Instl Cash Ptf / Govt Cl I (6.6%), Nvidia Corp. (6.2%), Alphabet, Inc., Class C (5.9%). Go to all CHCGX holdings, CHCGX sectors, or CHCGX dividends.

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