BCIFX : Blue Chip Investor Fund

BCIFX is a US Stocks Market Large Value with HIGH fees.

BCIFX

Blue Chip Investor Fund

FI Score

25 /100

Expense Ratio Rating

4 /10

Expense Rating

0 /10

Market Score

1 /10

Category Score

8 /10

Market Size

1 /10

25% FI Score
  • bcifx
  • Mutual Fund
  • US Stocks
  • Large Value

Blue Chip Investor Fund

Expenses: 1.00% (Better than 0% of similar funds)

This is a bad choice for a Large Value US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term growth of capital. The fund invests primarily in the common stocks of industry-dominant companies whose earnings have demonstrated superior growth. It invests in medium to large capitalization companies. The average market capitalization of holdings is usually larger than $5 billion. The fund is non-diversified.

Largest Holdings

Amount Holding
41.22% Berkshire Hathaway Inc Class A
7.88% Brookfield Asset Management Inc Class A
5.91% CarMax Inc
4.85% Alphabet Inc Class C
4.82% LKQ Corp
4.44% T. Rowe Price Group Inc
4.14% FedEx Corp
3.55% Ingredion Inc
3.41% Oshkosh Corp
3.28% Hanesbrands Inc
3.26% Wells Fargo & Co
3.10% Cimpress N.V
2.97% Advance Auto Parts Inc
2.39% Suncor Energy Inc
2.18% Hyatt Hotels Corp
1.95% American Express Co
1.40% Alliance Data Systems Corp

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