BCIFX Mutual Fund

BCIFX Mutual Fund (Blue Chip Investor Fund) is managed by Blue Chip Investor Fund with $46.6M in net assets. BCIFX expense ratio is 1.02%, holding 15 positions across sectors including Financials, Communication Services, Industrials. 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 Inc. Class A (25.0%), Alphabet Inc. C (14.6%), Aercap Holdings N.V. Ordinary Shares (11.7%), Markel Group Inc (7.8%), Brookfield Corp (7.6%). 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.