CHNTX Mutual Fund

CHNTX Mutual Fund

NAV$27.03
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Fund Essentials

Net Assets
$167M
Expense Ratio
-
Dividend Yield (Current)
1.28%
Holdings
38
Inception Date
Apr 27, 2012
Fund Family
Schroder Capital Funds (Delaware)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Quarterly

Performance

YTD-0.88%
1 Year+4.42%
3 Year+5.87%
5 Year+13.66%
10 Year+8.96%

Asset Allocation

Stocks: 98.56%
Cash: 1.44%
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Dividend Summary

View Details →
Dividend Yield (Current)
1.28%
Frequency
Quarterly
Latest Distribution
$3.59
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

CHNTX Mutual Fund Overview

CHNTX Mutual Fund (Chestnut Street Exchange Fund) is managed by Schroder Capital Funds (Delaware) with $167.0M in net assets. holding 38 positions across various sectors. Inception date: 2012-04-27.

CHNTX performance shows a YTD return of -0.88%. The 1-year return is 4.42% and the 5-year return is 13.66%. CHNTX dividend yield stands at 1.28%, paid quarterly.

CHNTX top holdings include a diversified portfolio. Go to all CHNTX holdings, CHNTX sectors, or CHNTX dividends.

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