Blue Chip Investor Fund

Class Inv (BCIFX)
Scorecard
3 / 5 Stars
Lipper
2 1 5 1 5
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
4 / 5 Stars
TheStreet.com
A+ (Buy)

#135 in Large Blend

U.S. News evaluated 481 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 13.23 percent over the past year, 15.44 percent over the past three years, 16.60 percent over the past five years, and 5.89 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 4.6%
1 Year 13.2%
3 Years (Annualized) 15.4%
5 Years (Annualized) 16.6%
10 Years (Annualized) 5.9%

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Summary

The investment seeks long-term growth of capital. The fund invests primarily in the common stocks of industry-dominant companies whose earnings have demonstrated superior growth. It invests in medium to large capitalization companies. The average market capitalization of holdings is usually larger than $5 billion. The fund is non-diversified.

Fees

Fees are Above Average compared to funds in the same category.
Blue Chip Investor Fund has an expense ratio of 1.27 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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