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CHAIX
Mutual Fund ticker: NASDAQ
AS OF
Jun 13 closing price
Price
$15.65
Change
-$0.23 (-1.45%)
Net Assets
82.19M

CHAIX Chase Growth Institutional Forecast, Technical & Fundamental Analysis

The investment seeks growth of capital... Show more

Category: #Large Growth
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), VISA (NYSE:V), Booking Holdings (NASDAQ:BKNG), Arista Networks Inc (NYSE:ANET), CrowdStrike Holdings (NASDAQ:CRWD).

Industry description

The investment seeks growth of capital. 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").

Market Cap

The average market capitalization across the Chase Growth Institutional MF is 1.55T. The market cap for tickers in the group ranges from 77.29B to 3.46T. NVDA holds the highest valuation in this group at 3.46T. The lowest valued company is CRWD at 77.29B.

Volume

The average weekly volume growth across all stocks in the Chase Growth Institutional MF was 6%. For the same stocks of the MF, the average monthly volume growth was -28% and the average quarterly volume growth was -7%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 73
P/E Growth Rating: 64
Price Growth Rating: 39
SMR Rating: 28
Profit Risk Rating: 22
Seasonality Score: 25 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeGrowth

Profile
Fundamentals
Details
Category
Large Growth
Address
Advisor Series Trust (Chase)615 E Michigan StreetMilwaukee
Phone
(888) 861-7556
Web
www.chasegrowthfunds.com
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CHAIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, CHAIX has been closely correlated with RGAGX. These tickers have moved in lockstep 81% of the time. This A.I.-generated data suggests there is a high statistical probability that if CHAIX jumps, then RGAGX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CHAIX
1D Price
Change %
CHAIX100%
-1.45%
RGAGX - CHAIX
81%
Closely correlated
-1.18%
GFFFX - CHAIX
77%
Closely correlated
-1.19%
RGAAX - CHAIX
77%
Closely correlated
-1.20%
AGTHX - CHAIX
75%
Closely correlated
-1.19%
CGFAX - CHAIX
75%
Closely correlated
-1.20%
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