Nasdaq - Delayed Quote USD
Blue Chip Investor Fund (BCIFX)
203.47
+1.12
+(0.55%)
At close: 8:00:07 PM EDT
Investment Information
- Min Initial Investment
- 5,000
- Min Initial Investment, IRA
- 25
- Min Initial Investment, AIP
- 50
- Min Subsequent Investment
- 5,000
- Min Subsequent Investment, IRA
- 1
- Min Subsequent Investment, AIP
- 1
Broker Availability
- Mid Atlantic Capital Corp
- Schwab Institutional
- JPMorgan
- (Junk)CommonWealth PPS
- Fidelity Retail FundsNetwork
- Fidelity Institutional FundsNetwork
- Ameriprise Brokerage
- Bear Stearns No-Load Transaction Fee
- Commonwealth Universe
- DailyAccess Corporation FRIAG
- Scottrade TF
- Mid Atlantic Capital Group
- Bear Stearns
- JP MORGAN NO-LOAD TRANSACTION FEE
- Schwab All (Retail, Instl, Retirement)
- Pershing Retirement Plan Network
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- Allowab (non-advisory)
- Mid Atlantic Clearing and Settlement
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.
Fund Overview
| Category | Large Value |
| Fund Family | Blue Chip Investor Fund |
| Net Assets | 41.42M |
| YTD Return | 1.06% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Dec 31, 2001 |
Performance & Risk
| YTD Return | -1.58% |
| 5y Average Return | 13.10% |
| Rank in Category (ytd) | 61 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.01 |
| Morningstar Risk Rating |
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