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Technical Difficulties with Buck Klintworth on Money Life with Chuck Jaffe
The market is at almost record highs, is it time to hedge your bets? It may be much more complicated than that. Look beneath the surface to determine strength. Listen in to Buck’s technical analysis of the current market.
The S&P 500 is an unmanaged index which is widely regarded as the standard for measuring large-cap U.S. stock market performance.
RSI – The relative strength index (RSI) is a momentum indicator used in technical analysis that measures the magnitude of recent price changes to evaluate overbought or oversold conditions in the price of a stock or other asset. The RSI is displayed as an oscillator (a line graph that moves between two extremes) and can have a reading from 0 to 100. The indicator was originally developed by J. Welles Wilder Jr. and introduced in his seminal 1978 book, “New Concepts in Technical Trading Systems.”
It is not possible to invest directly in an index.
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.
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, 2021, the Chase Growth Fund held: Microsoft Corp., 5.3%, Caterpillar Inc., 4.0%, Alphabet Inc. 3.8%, Oshkosh Corp., 3.5%, 3M Co., 3.4%, Eastman Chemical Co., 3.3%, Applied Materials Inc., 3.2%, American Express Co., 3.2%, Morgan Stanley, 3.0%, and Prudential Financial Inc., 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.