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Blue Chip Investor BCIFX

Medalist Rating as of | See Blue Chip Investment Hub
  • NAV / 1-Day Return 206.80  /  +0.03 %
  • Total Assets 37.8 Mil
  • Adj. Expense Ratio
    1.010%
  • Expense Ratio 1.010%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Large Value
  • Investment Style Large Blend
  • Min. Initial Investment 5,000
  • Status Open
  • TTM Yield
  • Turnover 2%

USD | NAV as of Feb 28, 2024 | 1-Day Return as of Feb 28, 2024, 11:12 PM GMT+0

Morningstar’s Analysis BCIFX

Will BCIFX outperform in future?

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

Blue Chip Investor's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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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Portfolio Holdings BCIFX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 95.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Berkshire Hathaway Inc Class A

38.41 13.8 Mil
Financial Services

LKQ Corp

8.53 3.1 Mil
Consumer Cyclical

Brookfield Corp Registered Shs -A- Limited Vtg

8.50 3.1 Mil
Financial Services

Alphabet Inc Class C

8.06 2.9 Mil
Communication Services

Markel Group Inc

7.16 2.6 Mil
Financial Services

Suncor Energy Inc

6.69 2.4 Mil
Energy

AerCap Holdings NV

6.41 2.3 Mil
Industrials

CarMax Inc

4.72 1.7 Mil
Consumer Cyclical

Cimpress PLC

3.83 1.4 Mil
Communication Services

FedEx Corp

3.39 1.2 Mil
Industrials