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Chase Growth Fund (CHASX) Diversifiers

Mutual Fund · Currency in USD · Last updated Jun 23, 2026

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").

Looking to diversify beyond CHASX? The mutual funds below have the lowest correlation with CHASX — they tend to move on their own, which can help reduce risk when the rest of your portfolio drops. The stock ideas table highlights individual companies that behave independently from CHASX.

Best Diversifiers for CHASX

0 mutual funds have low correlation with CHASX (below 0.3), 0 of which are negatively correlated. The least correlated is Baron Partners Fund (BPTRX) (Large Cap Growth Equities) with a 1Y correlation of 0.45, down from 0.63 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
BPTRX
Baron Partners Fund0.450.570.63
72
Large Cap Growth EquitiesCHASX vs BPTRX
DNVYX
Davis New York Venture Fund Class Y0.650.720.77
80
Large Cap Growth EquitiesCHASX vs DNVYX
ADX
Adams Diversified Equity Fund, Inc.0.670.750.82
67
Large Cap Blend EquitiesCHASX vs ADX
VTMGX
Vanguard Developed Markets Index Fund Admiral Shar...0.680.670.73
61
Foreign Large Cap EquitiesCHASX vs VTMGX
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund0.710.730.74
62
Derivative Income, Options Trading, Nasdaq-100, Large Cap Growth Equities, Actively ManagedCHASX vs QQQX
See all 81 diversifiers for CHASX

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Low-Correlation Stock Ideas

If you're looking for individual stocks that move independently from CHASX, these are worth exploring. The table shows U.S. companies ($1B+ market cap) with low correlation to CHASX and solid risk/return profiles. The least correlated is Royal Bank of Canada (RY) (Financial Services) with a 1Y correlation of 0.48, roughly unchanged from 0.57 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankSector
RY
Royal Bank of Canada0.480.480.57
97
Financial Services

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