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New York Markets Close in:

Chautauqua Global Growth Fund;Investor

NAS: CCGSX

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/zigman2/quotes/200950185/realtime

$

14.42

Change

+0.09 +0.63%

Dec 6, 2019

YTD return

28.52%

5 yr avg return

n/a

Total net assets

1.40M

52 week low

52 week high

$10.78

$14.45

Yield

0.00%

Fees & Expenses

Front load

0.00%

Deferred load

0.00%

Max. redemption fee

2.00%

Total expense ratio

1.19%

12 b-1

0.25%

Turnover

38.00%

Expense Calculator

Amt Invested:

Timeframe:

Total expense ratio:

Front load:

Deferred load:

Expense projection:

Estimated Total:

* Expense Calculator results are based on the fund's past performance. Preferred load may be less. Check with your fund company for exact values.

Distributions

Income dividend

n/a

Dividend freq.

Annually

Capital gain (2018)

0.08

Capital gain (YTD)

n/a

Risk Measures

Alpha

-0.21

Beta

1.11

Standard deviation

4.25

R. squared

0.79

Min. Investment

Standard (taxable)

2500

IRA

1000

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/news/latest/company/us/ccgsx

MarketWatch News on CCGSX

  1. 3 stocks that can make you money despite a trade war or recession

    6:31 a.m. July 21, 2019

    - Philip van Doorn

Lipper Leader

Total Return: 3 Consistent Return: 2 Preservation: 2 Tax Efficiency: 4 Expense: 3

YTD Lipper Ranking: Quintile 2 (29th percentile)

Lipper Ranking & Performance

Fund return Category Index
(S&P 500)
% rank in category Quintile rank
YTD 28.52% 25.64% n/a 29% 2
1yr 21.10% 18.87% n/a 27% 2
3yr 14.24% 13.83% n/a 41% 3
5yr n/a 8.30% n/a n/a 0
10yr n/a 9.09% n/a n/a 0

Calculate Growth of 10k

Starting year:

Initial amount USD:

Estimated current value USD:

$15,333

Fund Comparison

Compare: Returns Risk Fees Holdings

Find Another Fund

Investment focus:

Net assets:

Return timeframe:

Fund Details

Category

Global Multi-Cap Growth Fds

Fund family

n/a

Fund status

Open

Fund inception

April 15, 2016

Manager

Brian Beitner

Investment Policy

The Fund seeks is to provide long term capital appreciation. The Fund invests primarily in equity securities of both U.S. and nonU.S. companies with medium to large market capitalizations. Under normal market conditions, the Fund will invest at least 40% of its total assets at the time of purchase in non U.S. companies.

/news/nonmarketwatch/company/us/ccgsx

Other News on CCGSX

No News currently available for CCGSX

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