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Morningstar

Blue Chip

Blue Chip Parent Rating

Average
Morningstar Manager Research

Blue Chip's track record as a steward is mixed, leading to an Average Parent Pillar rating.

The experienced longest-tenured portfolio management at Blue Chip is a core advantage over global asset management peers. With 22 years of average tenure across the management group, it is clear they've been put through their paces. The firm's risk-adjusted performance is poor. Across all open-end and exchange-traded products, the firm’s average three-year Morningstar Rating is 2.0 stars.

Blue Chip Investments

Mutual Funds

See All Blue Chip Funds

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

39.75 Mil

Investment Flows (TTM)

−7.96 Mil

Asset Growth Rate (TTM)

−20.98%

# of Share Classes

1
Morningstar Rating # of Share Classes
0
0
0
1
0
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
Blue Chip Investor85
View All 5-Star Standouts

Morningstar Mentions

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to analyze how fees will impact different securities in the long term.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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