The Chesapeake Growth Fund Quote
| CHCGX Fund | USD 53.28 0.27 0.50% |
Performance5 of 100
| Odds Of DistressLess than 21
|
The Chesapeake is trading at 53.28 as of the 23rd of November 2024; that is 0.5 percent decrease since the beginning of the trading day. The fund's open price was 53.55. The Chesapeake has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for The Chesapeake Growth are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 24th of September 2024 and ending today, the 23rd of November 2024. Click here to learn more.
The fund, which is a diversified separate investment portfolio of the Chesapeake Investment Trust , seeks capital appreciation by investing primarily in equity securities of the largest 1,000 companies, based on market capitalization, domiciled in the United States. More on The Chesapeake Growth
Moving together with The Mutual Fund
The Mutual Fund Highlights
| Fund Concentration | Chesapeake Funds, Large Growth Funds, Large Growth, Chesapeake (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 28th of February 2023 |
| Fiscal Year End | October |
The Chesapeake Growth [CHCGX] is traded in USA and was established 23rd of November 2024. The Chesapeake is listed under Chesapeake category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Chesapeake family. This fund currently has accumulated 38.47 M in assets under management (AUM) with minimum initial investment of 2.5 K. Chesapeake Growth is currently producing year-to-date (YTD) return of 9.97%, while the total return for the last 3 years was -1.95%.
Check The Chesapeake Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on The Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding The Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as The Chesapeake Growth Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top The Chesapeake Growth Mutual Fund Constituents
| SQ | Block Inc | Stock | Industrials | |
| EOG | EOG Resources | Stock | Energy | |
| GS | Goldman Sachs Group | Stock | Financials | |
| VMC | Vulcan Materials | Stock | Materials | |
| LHX | L3Harris Technologies | Stock | Industrials | |
| VRTX | Vertex Pharmaceuticals | Stock | Health Care | |
| TTWO | Take Two Interactive Software | Stock | Communication Services | |
| SPOT | Spotify Technology SA | Stock | Communication Services |
Chesapeake Growth Risk Profiles
| Mean Deviation | 0.5978 | |||
| Semi Deviation | 0.8649 | |||
| Standard Deviation | 0.835 | |||
| Variance | 0.6972 |
The Chesapeake Against Markets
Other Information on Investing in The Mutual Fund
The Chesapeake financial ratios help investors to determine whether The Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in The with respect to the benefits of owning The Chesapeake security.
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