
fairly consistent performance year over year (with the obvious exceptions like 2008), a good portfolio of large blue - chip value stocks, high-quality bonds, a nice dividend, and low expenses. I don't have to spend any time monitoring
approach; he managed large-value offering Fidelity Blue Chip Value FBCVX from 2003-06 and Fidelity Worldwide FWWFX from ..... not much history to go on at this point. At Fidelity Blue Chip Value and Fidelity Worldwide, Hogan eked out slight victories
percent, I was compelled to dig further into the company. Most investors associate dividend paying stocks with blue - chip value companies with moderate growth and high-cash flow. But small cap stocks with large dividends also have the ability
Activism Profile Closed-End Funds model including Blue Chip Value Fund ( BLU ) and Riversource LaSalle International Real Estate ..... least bad alternative. Disclosure: Long KEF, SLS, BLU , FGF, and FGI in accounts licensed to various Covestor
BUSINESS WIRE)-- Blue Chip Value Fund, Inc. (NYSE: BLU - News ) and Westcore Blue Chip Fund (WTMVX ..... reorganize the Blue Chip Value Fund into Westcore ..... Boards of the Blue Chip Value Fund and Westcore
the Russell 1000 Value Index and keeps the fund fairly diversified, typically holding 150 to 200 stocks. Fidelity Blue Chip Value Fund's investment process seems reasonable, but execution has fallen short. Manager Charles Hebard subscribes
made it through my " Wide-Moat Fund Winners " and " Active Blue Chip " screens made it through here, as well. That's reassuring ..... fixture in many company retirement plans, generally favors blue - chip value stocks in the financials and energy sectors, but management
This is not a candidate for review by distribution-yield oriented investors; BLU suspended its distributions last year. It is a CEF mentioned several times here by Roberta (wish she were back) oriented to blue chip value stocks in areas dependent on an improving economy and is overweighted to techs and consumers. She made the point that having been abandoned by CEF investors when the distibution was suspended, it would be a late bloomer in any recovery. USA was her other example. Still trading at a 15% discount to NAV and perhaps worth a look at the holdings. I nibbled last Summer at $2.65, and it hasn't gone a lot higher, thanks to a YTD swoon. Not a buy recommendation, but absent a double dip, Roberta may still have a point. Any thoughts appreciated. Cheers! .
Value HWLIX Lg Val 1175 . 9 20 . 21 69 . 03 3 Fidelity Blue Chip Value FBCVX Lg Val 367 . 7 17 . 86 55 . 86 13 Wells Fargo ..... Hotchkis & Wiley Large Cap Value HWLIX , Fidelity Blue Chip Value FBCVX , Fidelity Large Cap Stock FLCSX , and Fidelity
A nice rebound isn't enough reason to buy this mutual fund.