Reynolds Blue Chip Growth C/O Us Bancorp Fund Services, LLC 615 East Michigan Street Larkspur CA 94939 Map
Phone: 800-773-9665
| Category: | Large Growth | | Fund Family: | Reynolds | | Net Assets: | 50.24M | | Year-to-Date Return: | 28.08% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 10-Aug-88 |
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Frederick L. Reynolds
Lead Manager since
10-Aug-88 | | | Reynolds has been sole proprietor of Reynolds Capital Management since 1985, following 14 years as a general partner with Robertson, Coleman and Siebel/Montgomery Securities, and four years as a portfolio manager and analyst with American Express. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $1,000 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long-term capital appreciation. The fund generally invests in common stocks of United States companies and generally invests in "growth" companies. It may invest in companies which are not now "blue chip" companies, but which our investment adviser believes have the potential to become "blue chip" companies. |
| Last Dividend
(6-Nov-07):
| 0.21 | | Last Cap Gain
(27-Oct-99):
| 0.01 | | Annual Holdings Turnover
| 364.00% | | Average for Category:
| 110.55% |
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| Expense | RBCGX | Category Avg | | Total Expense Ratio: | 2.00%
| 1.33% | | Max 12b1 Fee: | 0.07%
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ 627 | $672 | | 5 Yr Expense Projection*: |
$ 1,078 | $1,053 | | 10 Yr Expense Projection*: |
$ 2,327 | $2,074 |
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