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CHAMX vs FRSGX

Both CHAMX and FRSGX are mutual funds. CHAMX has a lower 5-year return than FRSGX (9.72% vs 22.47%). Below is the comparison between CHAMX and FRSGX.

CHAMX FRSGX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Mid-Cap Growth U.S. Equity: Mid-Cap Growth
Family Chase Franklin Templeton Investments
Net Assets N/A $4.59B
Expense Ratio N/A 0.85%
Management Style active active
Dividend Yield N/A 0.00%
Minimum Investment $3,000.00 $3,000.00
YTD Return 0.32% 15.63%
1-Year Return 3.95% 8.00%
3-Year Return 11.09% 26.35%
5-Year Return 9.72% 22.47%
10-Year Return 13.22% 16.70%

CHAMX description

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CHAMX performance & returns

YTD Return 0.32%
1-Month Return 0.32%
3-Month Return 3.95%
1-Year Return 3.95%
3-Year Return 11.09%
5-Year Return 9.72%
10-Year Return 13.22%
CHAMX expense ratio is N/A.

CHAMX holdings

Top 10 Holdings (35.70% of Total Assets)

Name Symbol % Assets
Global Payments Inc GPN 4.79%
EPAM Systems Inc EPAM 4.66%
Keysight Technologies Inc KEYS 3.60%
Kirkland Lake Gold Ltd KL.TO 3.49%
Euronet Worldwide Inc EEFT 3.48%
Carlisle Companies Inc CSL 3.48%
Jabil Inc JBL 3.38%
Booz Allen Hamilton Holding Corp Class A BAH 3.06%
NMI Holdings Inc A NMIH 2.94%
MasTec Inc MTZ 2.82%

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FRSGX description

The Fund seeks long-term growth of capital. The Fund invests at least 80% of its net assets in the equity securities of small capitalization and in the equity securities of mid-capitalization companies.

FRSGX performance & returns

YTD Return 15.63%
1-Month Return 4.80%
3-Month Return 8.00%
1-Year Return 8.00%
3-Year Return 26.35%
5-Year Return 22.47%
10-Year Return 16.70%
FRSGX expense ratio is 0.85%.

FRSGX holdings

Top 10 Holdings (23.06% of Total Assets)

Name Symbol % Assets
DraftKings Inc Ordinary Shares - Class A DKNG 3.36%
Franklin IFT Money Market INFXX 3.04%
Twilio Inc A TWLO 2.44%
DocuSign Inc DOCU 2.36%
Synopsys Inc SNPS 2.34%
CoStar Group Inc CSGP 2.24%
Verisk Analytics Inc VRSK 1.91%
IDEXX Laboratories Inc IDXX 1.84%
Mettler-Toledo International Inc MTD 1.78%
Veeva Systems Inc Class A VEEV 1.75%

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