- What does CHCGX invest in?
- The Chesapeake Growth Fund, a distinct and diversified investment portfolio operating under the umbrella of the Chesapeake Investment Trust, aims to achieve substantial capital appreciation for its investors. Its core strategy involves concentrating its investments on the equity securities (stocks) of the thousand largest U.S.-based corporations, as measured by their overall market capitalization. To maintain this focus, the fund commits a minimum of 90% of its total holdings to equity instruments. Furthermore, a substantial portion—at least 80% of its total assets—is specifically allocated to the shares of these top 1,000 U.S. market capitalization companies. As a general rule, all securities held by the fund are actively traded on either major U.S. stock exchanges or through domestic over-the-counter (OTC) markets.
- What is the expense ratio of CHCGX?
- Chesapeake Growth Fund (CHCGX) charges an expense ratio of 1.71%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is CHCGX?
- Chesapeake Growth Fund (CHCGX) manages $61.9M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is CHCGX actively managed or an index fund?
- CHCGX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was CHCGX launched?
- Chesapeake Growth Fund (CHCGX) launched in September 1997 and is managed by the fund issuer.
- How has CHCGX performed?
- CHCGX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
