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 $44.2M in net assets. BCIFX expense ratio is 1.02%, holding 15 positions across sectors including Industrials, Financials, Communication Services. Inception date: 2001-12-31.
BCIFX performance shows a YTD return of -0.31%. The 1-year return is 10.59% and the 5-year return is 8.15%. BCIFX dividend yield stands at 3.15%, paid annually.
BCIFX top holdings include Berkshire Hathaway Inc - Common Cl A (24.8%), Alphabet Inc. C (15.1%), AerCap Holdings N.V. Shs (11.6%), Markel Group Inc (8.3%), Brookfield Corp (8.2%). 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.