Brandywine Blue
3711 Kennett Pike Greenville DE 19807
Map
Phone: 800-656-3017
| Category: | Large Growth | | Fund Family: | Brandywine | | Net Assets: | 2.46B | | Year-to-Date Return: | 4.29% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 10-Jan-91 |
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William F. D'Alonzo
Lead Manager since
10-Jan-91 | | | D'Alonzo is chairman of the Brandywine Funds and has been with Friess Associates for over 20 years. D'Alonzo became chief executive officer of the Friess Companies in 2002. Previously, he served for one year in the trust department of PNC Bank, formerly the Bank of Delaware. D'Alonzo has been a director since 2001. |
| Min Initial Investment: | $10,000 | | Min Initial Investment, IRA: | $10,000 | | Min Initial Investment, AIP: | $500 | | Min Subsequent Investment: | $1,000 | | Min Subsequent Investment, IRA: | $1,000 | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks long-term capital appreciation. The fund normally invests in common stocks of U.S. companies and in equity securities of foreign issuers, usually those which are publicly traded in the United States either directly or through American Depositary Receipts ("ADRs"). It invests in companies in a broad range of industries but generally focus on companies whose earnings are growing by at least 20% per year and whose stocks sell at reasonable price-to-earnings ratios. |
| Last Dividend
(26-Oct-98):
| 0.20 | | Last Cap Gain
(28-Dec-07):
| 0.49 | | Annual Holdings Turnover
| 267.00% | | Average for Category:
| 101.52% |
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| Expense | BLUEX | Category
Avg | | Total Expense Ratio: | 1.13%
| 1.33% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.42% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ 359 | $658 | | 5 Yr Expense Projection*: |
$ 622 | $1,028 | | 10 Yr Expense Projection*: |
$ 1,375 | $2,035 |
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