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.
- NAV / 1-Day Return 180.86 / 1.90 %
- Total Assets 40.1 Mil
Adj. Expense Ratio
- 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.