• 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

151.43 USD 0.45 0.30%

As of 09:29:30 ET on 04/17/2014.

Snapshot for Blue Chip Investor Fund (BCIFX)

Year To Date: +2.69% 3-Month: +4.52% 3-Year: +14.28% 52-Week Range: 128.08 - 151.98
1-Month: +1.69% 1-Year: +18.09% 5-Year: +17.37% Beta vs SPX: 0.88

Mutual Fund Chart for BCIFX

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  • BCIFX:US 151.43
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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 2014-04-17) 151.43
Assets (M) (on 2014-04-17) 24.14
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: 09/30/2013
Name Position Value % of Total
Berkshire Hathaway Inc 40 6,816,400 32.403%
Aflac Inc 25,000 1,549,750 7.367%
Wells Fargo & Co 30,000 1,239,600 5.893%
Wal-Mart Stores Inc 14,800 1,094,608 5.203%
QUALCOMM Inc 16,000 1,077,120 5.120%
Fiserv Inc 20,000 1,010,500 4.804%
Bed Bath & Beyond Inc 12,000 928,320 4.413%
International Business Machine 5,000 925,900 4.401%
DIRECTV 14,000 836,920 3.978%
Medtronic Inc 15,000 798,750 3.797%

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

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