Date   Title   Author   Download a PDF  
03/2014   Mid-Caps - An Overlooked Asset Class   Brian J. Lazorishak, CFA, CIC, CIPM, CMT   PDF
07/2013   Behavioral Finance   Peter W. Tuz, CFA summarizes “Behavioral Finance” by Dr. Edwin T. Burton and Sunit N. Shah   PDF
01/2013   Head and Shoulders above the Rest? The Performance of Institutional Portfolio Managers who Use Technical Analysis   David Smith, Christophe Faugère and Ying Wang, Department of Finance and Center for Institutional Investment Management, School of Business, University at Albany (SUNY), Albany, NY.   Please copy and paste this link in your browser:
06/2012   Mid-Caps vs. Large-Caps:
An Analysis of Sector Returns
  Robert (Buck) C. Klintworth, CMT   PDF
08/2010   The Persistence of Trends
"Buy the Best vs. Buy the Worst"
  Peter Tuz, President, CFA   PDF


Mutual fund investing involves risk. Principal loss is possible. 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. The Chase Mid-Cap Growth Fund invests in mid-cap companies, which involve additional risks such as limited liquidity & greater volatility.

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The Dow Jones Industrial Average (DJIA) is designed to provide a clear, straightforward view of the stock market and, by extension, the U.S. economy. The 30 stocks in the DJIA are all major factors in their industries, and their stocks are widely held by individuals and institutional investors. Roughly two-thirds of the DJIA's 30 component companies are manufacturers of industrial and consumer goods. The others represent industries as diverse as financial services, entertainment and information technology. One cannot invest directly in an index.

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