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Blue Chip Investor BCIFX

Quantitative rating as of
  • NAV / 1-Day Return 180.86  /  1.90 %
  • Total Assets 40.1 Mil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.000%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 5,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 13%

Morningstar’s Analysis BCIFX

Will BCIFX outperform in future?

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

Summary

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Blue Chip Investor earns a Morningstar Quantitative Rating of Negative on the basis of subpar ratings in both the Process and Parent Pillars. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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