Brandywine Blue 3711 Kennett Pike Greenville DE 19807 Map
Phone: 800-656-3017
| Category: | Large Growth | | Fund Family: | Brandywine | | Net Assets: | 2.35B | | Year-to-Date Return: | 6.30% | | Yield: | 0.22% | | Morningstar Rating: |  | | Fund Inception Date: | 10-Jan-91 |
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Bill D'Alonzo
Lead Manager since
10-Jan-91 | | | Bill D?Alonzo has 23 years? experience, 20 of which are at Friess Associates. He began his career in the trust department of PNC Bank, formerly Bank of Delaware, after earning a bachelor of science degree in Business Management from Widener University, where he later received a masters of business administration with a concentration in Finance. Bill serves as Vice President of Brandywine and Brandywine Blue Funds, and serves in the ?Helmsman? position that oversees the trust department . |
| 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
(29-Oct-09):
| 0.05 | | Last Cap Gain
(28-Dec-07):
| 0.49 | | Annual Holdings Turnover
| 261.00% | | Average for Category:
| 112.30% |
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| Expense | BLUEX | Category Avg | | Total Expense Ratio: | %
| 1.33% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | %
| 2.62% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $670 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,047 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,062 |
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