Chase Growth Fund Featured in MarketWatch Profile
The in-depth profile features co-managers of the Morningstar Five Star fund Robert Klintworth and Peter Tuz as they explain their approach to investing in the technology sector and how it can benefit investors.
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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 the original cost. The current performance of the Fund may be lower or higher than the performance quoted. The most recent month-end performance is available at https://chasegrowthfund.com/#performance or may be obtained by calling 888-861-7556.
As of April 30, 2026, the Chase Growth Fund, Institutional Class shares was rated 5 Star Overall, 5 Star, 5 Star and 4 Stars against the following numbers of funds in Morningstar’s Large Growth category over the following time periods: 992 (overall), 992, 934, and 762 funds in the last three-, five- and ten-year periods, respectively.
The Chase Growth Fund’s investment objectives, risks, charges and expenses must be considered carefully before investing. The Statutory and Summary prospectuses contain this and other important information about the investment company and may be obtained by calling (888) 861-7556 or visiting www.chasegrowthfund.com. Read carefully before investing.
Mutual fund investing involves risk, principal loss is possible. The Chase Growth Fund may invest in small- and mid-cap companies, which involve additional risks such as limited liquidity and greater volatility. The Chase Growth Fund 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. Growth stocks typically are more volatile than value stocks; however, value stocks have a lower expected growth rate in earnings and sales.
Click here for the top ten holdings as of the most recent quarter 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 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.
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.
For each fund with at least a three-year history, Morningstar calculates a Morningstar Rating (based on a Morningstar risk-adjusted return measure that accounts for variation in a fund’s monthly performance, including the effects of sales charges, loads, and redemption fees), placing more emphasis on downward variations and rewarding consistent performance. The top 10% of funds in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars and the bottom 10% receive 1 star.
Morningstar, Inc. is an independent mutual fund research and rating service. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
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