Morningstar

Blue Chip Investor Fund BCIFX

Morningstar Medalist Rating
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Medalist Rating as of See Blue Chip Investment Hub
  • NAV / 1-Day Return $234.84  /  +0.65 %
  • Fund Size $44.1M
  • Adjusted Expense Ratio 1.000%
  • Net Expense Ratio 1.000%
  • Fee Level: Distribution Above Average
  • Share Class Type No Load
  • Morningstar Category Large Value
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment $5,000
  • Investment Status Open
  • TTM Yield 0.08%
  • Turnover Ratio 5%
NAV and 1-Day Return as of

Morningstar’s Analysis BCIFX

Will BCIFX outperform in the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Blue Chip Investor holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

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Portfolio Holdings BCIFX

More BCIFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 89.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Berkshire Hathaway Inc Class A

24.23 11M
Financial Services

Alphabet Inc Class C

16.76 8M
Communication Services

AerCap Holdings NV

11.57 5M
Industrials

Brookfield Corp Registered Shs -A- Limited Vtg

7.45 3M
Financial Services

Markel Group Inc

7.37 3M
Financial Services

Sirius XM Holdings Inc

6.31 3M
Communication Services

First Citizens BancShares Inc Class A

4.49 2M
Financial Services

Cimpress PLC

4.32 2M
Industrials

The Walt Disney Co

3.53 2M
Communication Services

LKQ Corp

3.52 2M
Consumer Cyclical

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