• Fund Type: Open-End Fund
  • Objective: Growth Large Cap
  • Asset Class: Equity
  • Geographic Focus: U.S.

Blue Chip Investor Fund

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BCIFX:US

162.11 USD 3.11 1.96%

As of 09:29:30 ET on 12/17/2014.

Snapshot for Blue Chip Investor Fund (BCIFX)

Year To Date: +9.93% 3-Month: +1.60% 3-Year: +19.57% 52-Week Range: 138.34 - 165.46
1-Month: -0.73% 1-Year: +13.70% 5-Year: +13.41% Beta vs SPX: 0.88

Mutual Fund Chart for BCIFX

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  • BCIFX:US 162.11
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Fund Profile & Information for BCIFX

Blue Chip Investor Fund is an open-end fund incorporated in the USA. The Fund's objective is long-term growth of capital. The Fund invests in the common stocks of industry-dominant companies whose earnings have demonstrated superior growth. The Fund invests in medium to large capitalization companies and focuses its investments in a core of less than 25 companies.

Inception Date: 01-01-2002 Telephone: 1-877-593-8637
Managers: STEVEN CHECK "STEVE"
Web Site: www.bluechipinvestorfund.com

Fundamentals for BCIFX

NAV (on 2014-12-17) 162.11
Assets (M) (on 2014-12-17) 26.02
Fund Leveraged N
Minimum Investment 5,000.00
Minimum Subsequent Investment 100.00

Dividends for BCIFX

Dividend Type Income
Dividend Frequency Annual
Last Dividend Net (on 2013-12-27) 0.00
Dividend Yield (ttm) 0.00

Fees & Expenses for BCIFX

Front Load 0.00
Back Load 0.00
Current Mgmt Fee 1.00
Redemption Fee 0.00
12b1 Fee 0.00
Expense Ratio 1.43

Top Fund Holdings for BCIFX

Filing Date: 09/30/2014
Name Position Value % of Total
Berkshire Hathaway Inc 40 8,276,000 33.041%
Wells Fargo & Co 30,000 1,556,100 6.213%
Aflac Inc 25,000 1,456,250 5.814%
Fiserv Inc 20,000 1,292,700 5.161%
DIRECTV 14,000 1,211,280 4.836%
Verizon Communications Inc 24,000 1,199,760 4.790%
QUALCOMM Inc 16,000 1,196,320 4.776%
Wal-Mart Stores Inc 14,800 1,131,756 4.518%
Ingredion Inc 13,000 985,270 3.934%
Markel Corp 1,500 954,225 3.810%

Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.

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