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Fund Intelligence | Best Managers | BCIFX Insights | BCIFX Score | BCIFX Performance | BCIFX Manager | BCIFX News | BCIFX Allocation | BCIFX Holdings Change

Mutual Fund Insights: Blue Chip Investor Fund (BCIFX)

In-depth Analysis of Blue Chip Investor Fund (BCIFX)

Mutual fund chart: Blue Chip Investor Fund (BCIFX)

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See Blue Chip Investor Fund (BCIFX) performance details as of February 28, 2010

  

    Last Trade: $96.26 on 3/19/2010, Change: -0.37 (-0.38%)
Experiment our closing price forecasting tool for Blue Chip Investor Fund (BCIFX) (alpha release)

  

Fund Manager - Steven Check

Fund Manager Tenure: 8.2 years
Fundmojo Fund Grade: C (Score: 0.55)     (What does this score mean?)
Steven Check is a portfolio manager, president and chief investment officer of Check Capital Management Inc.  Get more insights on Steven Check

  

What we like about Blue Chip Investor Fund (BCIFX) What we like about Blue Chip Investor Fund (BCIFX)

Data for Blue Chip Investor Fund (BCIFX) as of February 28, 2010

  • Blue Chip Investor Fund (BCIFX) management has been with Blue Chip Investor Fund for 8.2 years
  • Blue Chip Investor Fund (BCIFX) has good short-term performance (1-year return 67.97% vs 53.54 % Large Blend category average)
  • Blue Chip Investor Fund (BCIFX) has good mid-term performance (3-year return -6.14% vs -5.77 % Large Blend category average)
  • Blue Chip Investor Fund (BCIFX) has good Long-term performance (5-year return 0.59% vs 0.31 % Large Blend category average)
  • Blue Chip Investor Fund (BCIFX) ratio of up-years vs down years is greater than 2
  • Blue Chip Investor Fund (BCIFX) has an annual stock turnover rate of 65.00% vs Large Blend average of 79.86%. It is good that Blue Chip Investor management does not trade extensively for its return.
  • Blue Chip Investor Fund (BCIFX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Blue Chip Investor Fund (BCIFX) What we are cautious about Blue Chip Investor Fund (BCIFX)

Data for Blue Chip Investor Fund (BCIFX) as of February 28, 2010

  • Blue Chip Investor Fund is a focused fund with 68.65% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Blue Chip Investor Fund (BCIFX) has a Morningstar rating of 3 and below
  • Blue Chip Investor Fund (BCIFX) is less safe compared to its Large Blend peers
  • Blue Chip Investor Fund (BCIFX) is more volatile than its peers as it has a 3-year Standard Deviation of 22.5 that is higher than category average of 20.62
  • Blue Chip Investor Fund (BCIFX) has a higher management fee of 1.35% than its Large Blend average of 1.11%
See Blue Chip Investor Fund (BCIFX) performance details as of February 28, 2010

  

  

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Blue Chip Investor Fund (BCIFX) Net Asset

Track net asset change of Blue Chip Investor fund (BCIFX)

DateNet Asset
02/2010$16.35M
01/2010$16.05M
11/2009$16.04M
More historic net asset information on Blue Chip Investor Fund (BCIFX)

  

Blue Chip Investor Fund (BCIFX) Portfolio Allocation

Track portfolio allocation change of Blue Chip Investor fund (BCIFX)

DateCashStockBondOther
09/20092.7%97.3%0%0%
06/20090.15%99.85%0%0%
03/20091.49%100.65%0%0%
Click here to see more historic asset allocation information on Blue Chip Investor Fund (BCIFX)

  

Most Recent Top 10 Holdings in Blue Chip Investor Fund (BCIFX)

Discover what Blue Chip Investor Fund (BCIFX) manager is buying

30-Sep-09
Berkshire Hathaway Inc. A [26.31%]
A F L A C INC [6.96%]
WELLS FARGO & CO NEW [5.51%]
ABBOTT LABORATORIES [5.15%]
AMER EXPRESS INC [5.08%]
HEWLETT PACKARD CO [4.61%]
WALGREEN CO [4.39%]
Fiserv, Inc. [3.77%]
OMNICOM GP INC [3.61%]
United Healthcare [3.26%]

30-Jun-09
Berkshire Hathaway Inc. A [26.51%]
A F L A C INC [5.72%]
WELLS FARGO & CO NEW [5.36%]
Fiserv, Inc. [4.71%]
HEWLETT PACKARD CO [4.27%]
WALGREEN CO [4.11%]
AMER EXPRESS INC [3.94%]
ILL TOOL WORKS INC [3.93%]
United Healthcare [3.68%]
EMERSON ELEC CO [3.58%]

31-Mar-09
Berkshire Hathaway Inc. A [29.7%]
Fastenal Company [5.51%]
Fiserv, Inc. [4.68%]
FRANKLIN RES INC [4.61%]
ILL TOOL WORKS INC [4.49%]
WAL MART STORES [4.46%]
WALGREEN CO [4.45%]
A F L A C INC [4.15%]
HEWLETT PACKARD CO [4.12%]
EMERSON ELEC CO [3.67%]
Click here for Stock Holding Change Map in Blue Chip Investor Fund (BCIFX)

  

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