Chesapeake Growth A
225 Pictoria Drive Suite 450 Rocky Mount NC 27802
Map
Phone: 800-430-3863
| Category: | Mid-Cap Growth | | Fund Family: | Chesapeake | | Net Assets: | 3.60M | | Year-to-Date Return: | -27.43% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 07-Apr-95 |
|
W. Whitfield Gardner
Lead Manager since
04-Apr-94 | | | Gardner has served as chair and chief investment officer of Gardner Lewis Asset Management since 1990. Previously, he spent three years as a portfolio manager and analyst with Friess Associates and one year as an analyst with Investments Orange Nassau. |
| Min Initial Investment: | $25,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $25,000 | | Min Subsequent Investment: | $500 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $100 |
|
| |
| The investment seeks capital appreciation. The fund invests primarily in equity securities of medium and large capitalization companies. It invests in common and preferred stock and securities convertible into common stock. The fund invests normally at least 90% of assets in equity securities, of which no more than 25% of assets in the securities of any one industry. It invests up to 10% of assets in foreign securities and sponsored ADRs. |
| Last Dividend
| N/A | | Last Cap Gain
(15-Nov-01):
| 0.01 | | Annual Holdings Turnover
| 73.00% | | Average for Category:
| 117.22% |
|
| Expense | CHEAX | Category
Avg | | Total Expense Ratio: | 3.15%
| 1.49% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.34% | | Max Deferred Sales Load: | 0.00%
| 2.67% | | 3 Yr Expense Projection*: |
$844 | $700 | | 5 Yr Expense Projection*: |
$1,546 | $1,078 | | 10 Yr Expense Projection*: |
$3,413 | $2,120 |
|
|
11.08% Nasdaq 0.00%
Profile
