Money Life With Chuck Jaffe – May 2020

May 27, 2020 | News

Peter Tuz, President & Portfolio Manager with Chase Investment Counsel, discussed the Chase Investment Counsel Investment process.


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. In general, the P/E ratio is higher for a company with a higher growth rate.
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 March 31, 2020, the Chase Growth Fund held: Microsoft Corp., 6.4%, Amazon Com Inc., 4.1%, Apple Inc., 4.0%, Adobe Inc., 4.0%, Alphabet Inc., 3.9%, Pepsico Inc., 3.5%, ZTO Express Cayman Inc. ADR, 2.8%, Vertex Pharmaceuticals Inc., 2.7%, Fiserv Inc., 2.7%, and Advanced Micro Devices, 2.6%.
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 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