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Chautauqua International Growth Fund;Investor

NAS: CCWSX

GO
/zigman2/quotes/203948824/realtime

$

12.63

Change

+0.07 +0.56%

Dec 6, 2019

YTD return

24.43%

5 yr avg return

n/a

Total net assets

1.40M

52 week low

52 week high

$9.77

$12.63

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

42.00%

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)

0.02

Capital gain (YTD)

n/a

Risk Measures

Alpha

-0.41

Beta

1.08

Standard deviation

4.21

R. squared

0.76

Min. Investment

Standard (taxable)

2500

IRA

1000

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MarketWatch News on CCWSX

Lipper Leader

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

YTD Lipper Ranking: Quintile 2 (35th percentile)

Lipper Ranking & Performance

Fund return Category Index
(S&P 500)
% rank in category Quintile rank
YTD 24.43% 22.67% n/a 35% 2
1yr 17.23% 18.60% n/a 58% 3
3yr 11.26% 10.68% n/a 31% 2
5yr n/a 5.12% n/a n/a 0
10yr n/a 5.72% n/a n/a 0

Calculate Growth of 10k

Starting year:

Initial amount USD:

Estimated current value USD:

$13,085

Fund Comparison

Compare: Returns Risk Fees Holdings

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Investment focus:

Net assets:

Return timeframe:

Fund Details

Category

International Multi-Cp Gro Fds

Fund family

n/a

Fund status

Open

Fund inception

April 15, 2016

Manager

Brian Beitner

Investment Policy

The Fund seeks 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 65% of its total assets at the time of purchase in non U.S. companies.

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Other News on CCWSX

No News currently available for CCWSX

Link to MarketWatch's Slice.