STRATEGIES


All-Cap Growth – Fully invested equity strategy that uses the Chase Growth Stock process but focuses on companies with market capitalizations of all sizes.

Balanced – Fully invested separately managed account employing Chase's growth strategy with a fixed income component for more conservative investors who need to place more emphasis on capital preservation.

Growth & Income – Fully invested separately managed account similar to the Balanced strategy with a higher emphasis on dividend yield in the equity portion of the portfolio.

Large-Cap Growth – Fully invested separately managed equity account using the Chase Growth at a Reasonable Price philosophy and methodology in companies whose market cap typically exceeds $5 billion.

Mid-Cap Growth – Fully invested equity strategy that uses the Chase Growth Stock process but focuses on companies with market capitalizations between $1 and $15 billion.

 

Click here for a current prospectus. Please read and consider it carefully before investing. You may obtain a hardcopy of the prospectus by calling 888.861.7556.

Mutual fund investing involves risk. Principal loss is possible.

The Chase Funds are offered only to United States residents, and information on this web site is intended only for such persons. Nothing on this website should be considered a solicitation to buy or an offer to sell shares of the Chase Funds in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.

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

 

Chase Investment Counsel is the adviser to the Chase Funds which are distributed by Quasar Distributors, LLC.

  • CONTACT

    300 Preston Ave.
    Suite 500
    Charlottesville, VA 22902-5096

    Adviser: 434.293.9104

    Shareholder Services:
    888.861.7556
    sales@chaseinv.com