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CHCLX Mutual Fund Price & Analysis

The investment seeks long-term growth of capital. The fund invests primarily in a diversified portfolio of equity securities with relatively smaller capitalizations as compared to the overall U.S. market. Under normal circumstances, the fund invests at least 80% of its net assets in the equity securities of small- and mid-capitalization companies. For these purposes, "small- and mid-capitalization companies" are generally those companies that, at the time of investment, fall within the lowest 25% of the total U.S. equity market capitalization (excluding, for purposes of this calculation, companies with market capitalizations of less than $10 million).

CHCLX Mutual Fund Chart & Stats

CHCLX 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 %
USD_CASH
Alliance Bernstein
2.43%
Natera Inc.
2.26%
Duolingo, Inc. Class A
1.99%
Lennox International
1.93%
Gitlab, Inc. Class A
1.81%
Comfort Systems USA
1.78%
Xpo, Inc.
1.74%
Shift4 Payments, Inc.
1.70%
Applied Industrial Technologies, Inc.
1.69%
Clearwater Analytics Holdings, Inc. Class A
1.65%
Total18.99%

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