Blue Chip Investor FundBCIFX
Type
Mutual fund
Peer group
Global equity
Net assets
$43.1M
Expense ratio
1.00%
1-year return
+7.0%
3 years, a year
+14.2%
5 years, a year
+7.0%
Holdings
15
What it aims to do.
? The Blue Chip Investor Fund seeks long-term growth of capital.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| BRK-A Berkshire Hathaway Inc. | 24.99% |
| GOOG Alphabet Inc. | 14.64% |
| AER AerCap Holdings NV | 11.71% |
| MKL Markel Group Inc. | 7.77% |
| BN Brookfield Corporation | 7.62% |
| SIRI Sirius XM Holdings Inc | 5.30% |
| FCNCA First Citizens BancShares, Inc. | 4.37% |
| LKQ LKQ Corporation | 4.22% |
| HSY The Hershey Company | 3.95% |
| DIS The Walt Disney Company | 3.80% |
More on BCIFX.
- BCIFX overview
- BCIFX holdings
- BCIFX risk
- BCIFX costs
- BCIFX money in and out
- BCIFX share classes
- Compare BCIFX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.