Nasdaq - Delayed Quote USD

Blue Chip Investor Fund (BCIFX)

211.37
+1.07
+(0.51%)
At close: May 16 at 8:00:06 PM EDT

Fund Summary

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.

Blue Chip Investor Fund

El Cajon, CA 92020
480 N Magnolia Avenue Street 103

Fund Overview

Category Large Value
Fund Family Blue Chip Investor Fund
Net Assets 40.33M
YTD Return -1.75%
Yield 0.00%
Morningstar Rating
Inception Date Dec 31, 2001

Fund Operations

Last Dividend 0.09
Last Cap Gain 46.00
Holdings Turnover 17.20%
Average for Category --

Fees & Expenses

Expense BCIFX Category Average
Annual Report Expense Ratio (net) 1.02% 0.90%
Prospectus Net Expense Ratio 1.02% --
Prospectus Gross Expense Ratio 1.40% --
Max 12b1 Fee -- --
Max Front End Sales Load -- --
Max Deferred Sales Load -- --
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Check is a portfolio manager, president and chief investment officer of Check Capital Management Inc.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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