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Reynolds Blue Chip Growth RBCGX

Medalist Rating as of | See Reynolds Investment Hub
  • NAV / 1-Day Return 51.14  /  0.54 %
  • Total Assets 55.2 Mil
  • Adj. Expense Ratio
    1.970%
  • Expense Ratio 1.970%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield
  • Turnover 431%

Morningstar’s Analysis RBCGX

Will RBCGX outperform in future?

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

The combination of an Average People Pillar rating and a Low Process Pillar rating limit Reynolds Blue Chip Growth to a Morningstar Medalist Rating of Negative.

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 highest quintile among peers.

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Portfolio Holdings RBCGX

  • Current Portfolio Date
  • Equity Holdings 178
  • Bond Holdings 0
  • Other Holdings 5
  • % Assets in Top 10 Holdings 44.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

First American Government Obligs X

8.77
4,845,682
Cash and Equivalents
6.01
3,317,832
Consumer Cyclical
5.99
3,305,924
Technology
5.63
3,107,174
Communication Services
4.86
2,683,875
Technology
4.85
2,679,436
Technology
4.75
2,624,320
Communication Services
3.38
1,864,139
Consumer Cyclical
3.28
1,811,232
Technology
2.93
1,617,636
Technology