Money Life With Chuck Jaffe – March 2020

Buck Klintworth, Portfolio Manager with Chase Investment Counsel, talks about technical analysis and discusses current and future market conditions.

Mutual fund investing involves risk, principal loss is possible. The Chase Growth Fund may invest in 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.
As of December 31, 20219, the Chase Growth Fund held: Microsoft Corp., 4.6%, Adobe Inc., 4.5%, Visa Inc., 4.2%, Alphabet Inc., 4.0%, Lockheed Martin Corp., 3.7%, Fiserv Inc., 3.7%, Mastercard Incorporated, 3.2%, Zoetis Inc., 3.1%, Amazon Com Inc., 3.0%, and Bristol Myers Squibb Co., 3.0%.
Fund holdings and sector allocations are subject to change and should not be considered a recommendation to buy or sell any security.
The 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.
The information on earnings growth is based on certain assumptions and historical data and is not a prediction of future results for the Fund or companies held in the Fund’s portfolio. Past performance does not guarantee future results.