• 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

154.97 USD 1.34 0.86%

As of 09:29:30 ET on 10/22/2014.

Snapshot for Blue Chip Investor Fund (BCIFX)

Year To Date: +5.09% 3-Month: -1.01% 3-Year: +17.16% 52-Week Range: 138.34 - 160.95
1-Month: -2.64% 1-Year: +8.25% 5-Year: +12.61% Beta vs SPX: 0.89

Mutual Fund Chart for BCIFX

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  • BCIFX:US 154.97
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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 2014-10-22) 154.97
Assets (M) (on 2014-10-22) 24.71
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: 06/30/2014
Name Position Value % of Total
Berkshire Hathaway Inc 40 7,596,020 31.052%
Wells Fargo & Co 30,000 1,576,800 6.446%
Aflac Inc 25,000 1,556,250 6.362%
QUALCOMM Inc 16,000 1,267,200 5.180%
Fiserv Inc 20,000 1,206,400 4.932%
DIRECTV 14,000 1,190,140 4.865%
Wal-Mart Stores Inc 14,800 1,111,036 4.542%
Suncor Energy Inc 25,000 1,065,750 4.357%
Markel Corp 1,500 983,460 4.020%
Medtronic Inc 15,000 956,400 3.910%

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

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