Chase Mutual Funds List
Here you can find all mutual funds issued by Chase and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 2
- Avg. Expense Ratio
- 1.07%
- Avg. 1 Year Return
- 54.39%
- Avg. 5 Year Return
- 20.40%
- Median Risk/Return Score
- 90 / 100
Chase Mutual Funds List
2 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Chase Growth Fund Institutional Class | Large Cap Growth Equities | Jan 29, 2007 | 1.00% | 25.90% | 18.24% | 6.52% | 90 | ||||||||
| Chase Growth Fund | Large Cap Growth Equities | Dec 2, 1997 | 1.14% | 25.95% | 20.29% | 7.24% | 90 |
Explore top Chase Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Chase Mutual funds by Risk/Return Score
The top Chase Mutual funds by PortfoliosLab Risk/Return Score are CHAIX (90) and CHASX (90).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Chase Growth Fund Institutional Class | 90 | — | Jan 2007 | |
| Chase Growth Fund | 90 | — | Dec 1997 |
Best-Performing Chase Mutual funds Over 5 Years
The top Chase Mutual funds is CHASX (22.44%).
Across the lineup, Chase Mutual funds show an average 1-year return of 54.39% and an average 5-year return of 20.40%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Chase Growth Fund | 22.44% | — | Dec 1997 | |
| Chase Growth Fund Institutional Class | 18.36% | — | Jan 2007 |
Lowest-Cost Chase Mutual funds
The top Chase Mutual funds is CHAIX (1.00%).
With an average expense ratio of 1.07%, Chase Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Chase Growth Fund Institutional Class | 1.00% | — | Jan 2007 | |
| Chase Growth Fund | 1.14% | — | Dec 1997 |
Highest-Yield Chase Mutual funds
The top Chase Mutual funds is CHASX (7.24%).
Across the lineup, Chase Mutual funds show an average dividend yield of 6.88%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Chase Growth Fund | 7.24% | — | Dec 1997 | |
| Chase Growth Fund Institutional Class | 6.52% | — | Jan 2007 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.