NEWS

Press Release (3/7/2013)	Chase Mid-Cap Growth Fund Featured at New York Media Briefing >> Read the release >> Watch the video	Brian J. Lazorishak, senior portfolio manager, Chase Mid-Cap Growth Fund (CHAMX), will speak at the annual SunStar Strategic Media Briefing on March 19, 2013. The event, to be held at the Hilton New York, is for journalists only and showcases undiscovered funds.
Barron's (2/23/2013)	A Long Distance Runner >> Read the article	Brian J. Lazorishak, senior portfolio manager, believes Dick's Sporting Goods' diversified merchandise mix, consistent earnings record, and strong balance sheet may continue to keep this stock attractive.
Financial Planning (12/18/2012-Interview Date 2/14/2013 – Release Date)	Embracing Market Volatility Today- featuring Chase's Approach to Investing >> Watch the video	Edward Painvin, Chase CIO, emphasizes that market volatility is here to stay. The video provides an overview of Chase’s investment philosophy and Chase’s view of the economic landscape.
Thomson Reuters (1/3/2013)	How to Play It : Looking past the fiscal cliff rally >> Read the article	Peter Tuz, CFA, president thinks that the recent rally is a relief and could have been worse for investors. The article offers strategies for investors to consider in its wake. A potential increase in payroll tax for the lower-middle income consumer base caused him to sell the Funds' positions in discount retailers.
Associated Press (12/29/12)	Fund Focus : Chase Growth Fund (CHASX) >> Full article	Peter Tuz, CFA, president, is taking a cautious approach to investing. He sees the strongest potential in companies that are revamping operations or making other structural changes to improve competitiveness.
Bloomberg TV (12/18/2012)	Street Smart: Gearing Up for the Fiscal Deal: Your First Trade?	Chase CIO Edward Painvin, CFA, CMT, shares his thoughts on the current fiscal environment. Chase embraces a long-term view, focusing the portfolios on areas their technical and fundamental analysis suggests.
Press Release (12/10/2012)	Derwood S. Chase designated Chairman Emeritus >> Read the release	Derwood S. Chase, Jr., founder, has been designated Chairman Emeritus, honoring his 55 years as Chairman of the Board. He will continue to serve as an ambassador to clients and the community. Stuart F. Chase has been named Chairman of the Board, effective January 1, 2013.
Chase Counsel Commentary (2013)	01/02/2013 Predictions for 2013 >> Read our commentary	Peter Tuz, CFA, president, shares his insights. In many cultures, and for various reasons, the number “13” is considered unlucky. Let us hope this is not the case for markets in 2013.
MoneyLife Show Radio (11/5/12)	Market Call with Edward Painvin, CFA, CMT, CIO >> Read the transcript	Edward Painvin, Chase CIO, provides an overview of Chase’s investment approach, explaining the combined discipline that marries both fundamental analysis and technical analysis.
CNBC with Maria Bartiromo (9/5/2012)	Interview with Edward Painvin, CFA, CMT, Chief Investment Officer Please cut and paste the following link into your browser: http://video.cnbc.com/gallery/?video=3000114045&play=1
Chase Counsel Commentary (9/4/2012)	September is Coming >> Read our Commentary	Peter Tuz, CFA, president, shares his insights. In many cultures, and for various reasons, the number “13” is considered unlucky. Let us hope this is not the case for markets in 2013.
PBS (8/24/2012)	Nightly Business Report Please cut and paste this link into your browser: http://www.nbr.com/videos/video/1803117919001/making-money-in-mid-cap-growthstocks-aug-24-2012#.UEEQgSLNn5w	Featuring Brian Lazorishak, CFA, CIC,CIPM, CMT, portfolio manager
CNBC (8/22/2012)	Closing Bell Please cut and paste this link into your browser. http://video.cnbc.com/gallery/?video=3000111089&play=1	Featuring Peter Tuz, CFA, president

 

 

Important Notes

Performance data quoted represents past performance and does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance of the fund may be lower or higher than the performance quoted. The funds impose a 2.00% redemption fee on shares held 60 days or less. Performance data does not reflect the redemption fee. If reflected, total returns would be reduced.

Click here for the top ten holdings as of the most recent quarter end and performance to the most recent quarter- and month-end for the Chase Mid-Cap Growth Fund.

Click here for the top ten holdings as of the most recent quarter end and performance to the most recent quarter- and month-end for the Chase Growth Fund.

Fund holdings and sector allocations are subject to change at any time and should not be considered a recommendation to buy or sell any security.

The S&P 500 is an unmanaged index which is widely regarded as the standard for measuring large-cap U.S. stock market performance.

The Russell Midcap Growth Index measures the performance of those Russell Midcap companies with higher price-to-book ratios and higher forecasted growth rates.

It is not possible to invest directly in an index.

Mutual fund investing involves risk. Principal loss is possible. The Mid-Cap Growth Fund invests in mid-cap companies, which involve additional risks such as limited liquidity and greater volatility. The Funds may invest in foreign securities traded on U.S. exchanges, which involve greater volatility and political, economic, & currency risks & differences in accounting methods.

The opinions expressed are those of the author and should not be considered a forecast of future events, a guarantee of future events nor investment advice.

References to other mutual funds should not be interpreted as an offer of those securities.

Lipper Analytical Services, Inc. is an independent mutual fund research and rating service. Each Lipper average represents a universe of funds with similar investment objectives. Lipper Analytical Services, Inc. rankings, for the period shown, are based on total returns, including reinvestment of dividends and capital gains for the stated period; this calculation does not include sales charges.

While the Fund is no-load, management fees and other expenses will apply. Please refer to the prospectus for further details.

Earnings growth is not a measure of the Fund's future performance.

The PEG ratio (Price/Earnings To Growth ratio) is a valuation metric for determining the relative trade-off between the price of a stock, the earnings generated per share (EPS), and the company's expected growth.

References to other mutual funds should not be interpreted as an offer of these securities.

The Price to Earnings (P/E) Ratio reflects the multiple of earnings at which a stock sells.

Earnings per share (EPS) is calculated by taking the total earnings divided by the number of shares outstanding.

Price to Earnings Ratio (P/E) is a common tool for comparing the prices of different common stocks and is calculated by dividing the current market price of a stock by the earnings per share. The P/E ratio is not a measure of future performance or growth.

CAPEX: Funds used by a company to acquire or upgrade physical assets such as property, industrial buildings or equipment. This type of outlay is made by companies to maintain or increase the scope of their operations. These expenditures can include everything from repairing a roof to building a brand new factory.

The Securities and Exchange Commission (SEC) does not approve or disapprove of any investment or any advisor.

Note: Hightower Advisors is a national, advisor-owned financial services company serving high-net-worth and institutional clients based in Chicago and are not affiliated with Chase Investment or Quasar Distributors.

Quasar Distributors LLC, Distributor.