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Morningstar

Blue Chip Investor BCIFX

Morningstar Medalist Rating
Medalist Rating as of | See Blue Chip Investment Hub
  • NAV / 1-Day Return 206.30  /  −0.46 %
  • Total Assets 38.0 Mil
  • Adj. Expense Ratio
    1.010%
  • Expense Ratio 1.010%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Large Value
  • Investment Style Large Blend
  • Min. Initial Investment 5,000
  • Status Open
  • TTM Yield —
  • Turnover 6%

USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 10:10 PM GMT+0

Morningstar’s Analysis BCIFX

Will BCIFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BCIFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BCIFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BCIFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Blue Chip Investor's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings BCIFX

More BCIFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 96.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Berkshire Hathaway Inc Class A

36.87 13.6 Mil
Financial Services

Brookfield Corp Registered Shs -A- Limited Vtg

10.38 3.8 Mil
Financial Services

Alphabet Inc Class C

8.43 3.1 Mil
Communication Services

LKQ Corp

8.05 3.0 Mil
Consumer Cyclical

AerCap Holdings NV

7.43 2.7 Mil
Industrials

Markel Group Inc

6.75 2.5 Mil
Financial Services

Suncor Energy Inc

6.10 2.2 Mil
Energy

CarMax Inc

5.01 1.8 Mil
Consumer Cyclical

Cimpress PLC

4.29 1.6 Mil
Communication Services

FedEx Corp

3.16 1.2 Mil
Industrials