BCIFX Mutual Fund
BCIFX Mutual Fund
Blue Chip Investor Fund
BCIFX Mutual Fund Overview
BCIFX Mutual Fund (Blue Chip Investor Fund) is managed by Blue Chip Investor Fund with $46.1M in net assets. BCIFX expense ratio is 1.02%, holding 15 positions across sectors including Unknown, Financials, Communication Services. Inception date: 2001-12-31.
BCIFX performance shows a YTD return of 2.23%. The 1-year return is 14.72% and the 5-year return is 5.80%. BCIFX dividend yield stands at 3.07%, paid annually.
BCIFX top holdings include Berkshire Hathaway Inc. Class A (25.0%), Alphabet Inc series C (14.6%), Aercap Holdings N.V. Ordinary Shares (11.7%), Markel Group (7.8%), Brookfield Corp (7.6%). View all BCIFX holdings, sector breakdown, or dividend history.
BCIFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. BCIFX alternatives are available via the screener, along with tax-loss harvesting opportunities.