BCIFX Mutual Fund

BCIFX Mutual Fund (Blue Chip Investor Fund) is managed by Blue Chip Investor Fund with $45.8M in net assets. BCIFX expense ratio is 1.02%, holding 15 positions across sectors including Industrials, Communication Services, Financials. Inception date: 2001-12-31.

BCIFX performance shows a YTD return of 3.08%. The 1-year return is 16.30% and the 5-year return is 7.70%. BCIFX dividend yield stands at 3.04%, paid annually.

BCIFX top holdings include Berkshire Hathaway (24.3%), Alphabet Inc. C (16.8%), Aercap Holdings N.V. Ordinary Shares (11.6%), Brookfield Corp (7.5%), Markel Corp. (7.4%). Go to all BCIFX holdings, BCIFX sectors, or BCIFX dividends.

BCIFX can be compared against other funds. Use BCIFX overlap to find shared positions, or BCIFX vs another fund for a side-by-side view. BCIFX alternatives are available via the screener, along with tax-loss harvesting opportunities.