|Date||Title||Author||Download a PDF|
|03/2014||Mid-Caps - An Overlooked Asset Class||Brian J. Lazorishak, CFA, CIC, CIPM, CMT|
|07/2013||Behavioral Finance||Peter W. Tuz, CFA summarizes “Behavioral Finance” by Dr. Edwin T. Burton and Sunit N. Shah|
|01/2013||Head and Shoulders above the Rest? The Performance of Institutional Portfolio Managers who Use Technical Analysis||David Smith, Christophe Faugère and Ying Wang, Department of Finance and Center for Institutional Investment Management, School of Business, University at Albany (SUNY), Albany, NY.||Click here to view.|
|06/2012||Mid-Caps vs. Large-Caps:
An Analysis of Sector Returns
|Robert (Buck) C. Klintworth, CMT|
|08/2010||The Persistence of Trends
"Buy the Best vs. Buy the Worst"
|Peter Tuz, President, CFA|
Mutual fund investing involves risk. Principal loss is possible. The Chase Funds may invest in foreign securities traded on U.S. exchanges, which involve greater volatility and political, economic and currency risks and differences in accounting methods. The Chase Mid-Cap Growth Fund invests in mid-cap companies, which involve additional risks such as limited liquidity & greater volatility.
Past performance does not guarantee future results.
Future Earnings growth is not a measure of the funds future performance.
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Definition of Terms:
Correlation is a statistical measure of how two securities move in relation to each other.
The risk free rate represents the interest an investor would expect from an absolutely risk-free investment over a specified period of time.
Book-to-market ratio is a ratio used to find the value of a company by comparing the book value of a firm to its market value. Book value is calculated by looking at the firm's historical cost, or accounting value. Market value is determined in the stock market through its market capitalization.
Alpha is a measure of performance on a risk-adjusted basis. Alpha takes the volatility (price risk) of a mutual fund and compares its risk-adjusted performance to a benchmark index. The excess return of the fund relative to the return of the benchmark index is a fund's alpha.
Standard deviation is a measure of the dispersion of a set of data from its mean. The more spread apart the data, the higher the deviation. Standard deviation is calculated as the square root of variance.
Kurtosis is a measure of the likelihood that an event occurring is extreme in relation to a given distribution.
A basis point is a unit of measure to describe the percentage change in the value or rate of a financial instrument. One basis point is equivalent to 0.01% (1/100th of a percent) or 0.0001 in decimal form.
Earnings growth is the annual rate of growth of earnings from investments.
Price-to-cash flow is the ratio of a stock's price to its cash flow per share. The price-to-cash-flow ratio is an indicator of a stock's valuation.
Price to Earnings Ratio (P/E) is a common tool for comparing the prices of different common stocks and is calculated by dividing the current market price of a stock by the earnings per share. The P/E ratio is not a measure of future performance or growth.
Price-to-book ratio is a ratio used to compare a stock's market value to its book value. It is calculated by dividing the current closing price of the stock by the latest quarter's book value per share.
Information ratio is a ratio of portfolio returns above the returns of a benchmark (usually an index) to the volatility of those returns. The information ratio measures a portfolio manager's ability to generate excess returns relative to a benchmark, but also attempts to identify the consistency of the investor.
The S&P 500 is an unmanaged index which is widely regarded as the standard for measuring large-cap U.S. stock market performance.
The Dow Jones Industrial Average (DJIA) is designed to provide a clear, straightforward view of the stock market and, by extension, the U.S. economy. The 30 stocks in the DJIA are all major factors in their industries, and their stocks are widely held by individuals and institutional investors. Roughly two-thirds of the DJIA's 30 component companies are manufacturers of industrial and consumer goods. The others represent industries as diverse as financial services, entertainment and information technology. One cannot invest directly in an index.
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