CHCGX Mutual Fund

CHCGX Mutual Fund (Chesapeake Growth Fund) is managed by Chesapeake Mutual Funds with $48.2M in net assets. CHCGX expense ratio is 1.71%, holding 34 positions across sectors including Information Technology, Consumer Discretionary, Communication Services. 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 3.94%. CHCGX dividend yield stands at 7.41%, paid annually.

CHCGX top holdings include Fidelity Inv Mmkt Govt-I 12/31/2031 (8.6%), Alphabet Inc. C (7.4%), Apple, Inc (7.1%), Nvidia Corp. (6.2%), Ubs Group Ag (6.2%). 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.