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Brandywine Blue (BLUEX)

28.26 Down 0.29(1.02%) Jun 19


Profile as of Feb 27, 2013Get Profile for:
Brandywine Blue
Brandywine Blue Fund Inc3711 Kennett PikeGreenville, DE 19807
Map
Phone: 800-656-3017
Fund Overview 
Category:Large Growth
Fund Family:Brandywine
Net Assets:493.61M
Year-to-Date Return:6.28%
Yield:0.00%
Morningstar Rating:1 stars
Fund Inception Date:Jan 9, 1991
Morningstar Style Box 
Large Growth
[View Category Definition]
View Top Large Growth Funds
About the Morningstar Style Box
Management Information 
William D'Alonzo
Lead Manager since Jan 9, 1991
Investment Information 
Min Initial Investment:2,000
Min Initial Investment, IRA:2,000
Min Initial Investment, AIP:250
Min Subsequent Investment:250
Min Subsequent Investment, IRA:250
Min Subsequent Investment, AIP:250
BLUEX can be purchased from 99 brokerages.

Fund Summary 
The investment seeks capital appreciation. The fund invests principally in common stocks of U.S. companies and, to a lesser extent, in equity securities of foreign issuers, usually those that are publicly traded in the United States either directly or through American Depositary Receipts ("ADRs"). It may invest include preferred stocks, convertible securities and rights. The fund will invest in companies in a broad range of industries and generally focuses on companies whose earnings under normal economic conditions are growing by at least 20% per year and whose stocks sell at reasonable price-to-earnings ratios.

Fund Operations 
Last Dividend (Dec 29, 2009) : 0.02
Last Cap Gain (Dec 27, 2007) : 0.49
Annual Holdings Turnover (Oct 5, 2010) : 256.00%
Average for Category:61.12%
Fees & Expenses 
ExpenseBLUEXCategory Avg
Annual Report Expense Ratio (net):1.08%1.24%
Prospectus Net Expense Ratio:1.23%N/A
Prospectus Gross Expense Ratio:1.23%N/A
Max 12b1 Fee:N/AN/A
Max Front End Sales Load:N/A5.42%
Max Deferred Sales Load: N/A2.40%
3 Yr Expense Projection*:390579
5 Yr Expense Projection*:676913
10 Yr Expense Projection*:1,4891,832
* Per $10,000 invested