Blue Chip Investor
480 N Magnolia Ave Ste 103 El Cajon CA 92020
Map
Phone: 877-593-8637
| Category: | Large Blend | | Fund Family: | Blue Chip Investor Fund | | Net Assets: | 15.21M | | Year-to-Date Return: | 15.03% | | Yield: | 0.23% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Dec-01 |
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Steven Check
Lead Manager since
31-Dec-01 | | | Check is a portfolio manager, president and chief investment officer of Check Capital Management Inc. |
| Min Initial Investment: | $5,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | $5,000 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks long-term capital appreciation. The fund primarily invests in common stocks of industry-dominant companies whose earnings have demonstrated superior growth. It normally focuses investments in a core of less than 25 companies, and certain sectors are likely to be overweighted compared to others. The fund typically invests in medium to large capitalization companies, while the average market capitalization of holdings is usually larger than $5 billion. It is nondiversified. |
| Last Dividend
(29-Dec-08):
| 0.20 | | Last Cap Gain
(27-Dec-07):
| 4.86 | | Annual Holdings Turnover
| 65.00% | | Average for Category:
| 78.94% |
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| Expense | BCIFX | Category
Avg | | Total Expense Ratio: | 1.37%
| 1.08% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | %
| 2.60% | | 3 Yr Expense Projection*: |
$ 524 | $776 | | 5 Yr Expense Projection*: |
$ 923 | $1,291 | | 10 Yr Expense Projection*: |
$ 2,039 | $2,371 |
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0.16% Nasdaq 0.00%
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