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CHASX Mutual Fund Price & Analysis

Under normal market conditions, the fund invests primarily in common stocks of domestic companies of any size market capitalization. Stocks that the adviser purchases for it typically have earnings growth in excess of 10% per year on a historical basis, have demonstrated consistency of earnings growth over time and are believed by the adviser to be of higher quality than other company stocks. The fund may invest a portion of its assets in non-U.S. issuers that are either publicly traded in the U.S. or through the use of depositary receipts, such as American Depositary Receipts ("ADRs").

CHASX Mutual Fund Chart & Stats

CHASX Mutual Fund Smart Score

For Mutual Funds, the calculations for the Smart Score, Analyst Consensus, Price Target, Blogger Sentiment, News Sentiment and Insider Transactions are based on the weighted average of the Mutual Fund's holdings and some additional factors. Hedge Fund Trend, Crowd Wisdom and Technicals are based on the actual Mutual Fund ticker.​

Top 10 Holdings

Name
Weight %
Meta Platforms, Inc.
4.45%
Nvidia Corporation
4.23%
Berkshire Hathaway B
3.94%
Bank of New York Mellon Corporation
3.81%
USD_CASH
Invesco Treasury Portfolio
3.59%
Gen Digital Inc.
3.47%
Ebay Inc
3.29%
McKesson Corporation
3.25%
Carpenter Technology Corp
3.20%
Labcorp Holdings Inc.
3.19%
Total36.43%

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