CHCGX Mutual Fund

CHCGX Mutual Fund (Chesapeake Growth Fund) is managed by Chesapeake Mutual Funds with $46.2M in net assets. CHCGX expense ratio is 1.71%, holding 36 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 1997-09-29.

CHCGX performance shows a YTD return of 3.60%. The 1-year return is 8.21% and the 5-year return is 3.70%. CHCGX dividend yield stands at 7.36%, paid annually.

CHCGX top holdings include Fidelity Inv Mmkt Govt-I 12/31/2031 (14.1%), Ubs Group Ag (7.3%), Apple, Inc (6.6%), Nvidia Corp (6.2%), Amazon.Com Inc (5.9%). Go to all CHCGX holdings, CHCGX sectors, or CHCGX dividends.

CHCGX can be compared against other funds. Use CHCGX overlap to find shared positions, or CHCGX vs another fund for a side-by-side view. CHCGX alternatives are available via the screener, along with tax-loss harvesting opportunities.