Blue Chip Investor Fund Quote
| BCIFX Fund | USD 207.26 0.45 0.22% |
Performance7 of 100
| Odds Of DistressLess than 21
|
Blue Chip is trading at 207.26 as of the 25th of April 2024; that is -0.22 percent decrease since the beginning of the trading day. The fund's open price was 207.71. Blue Chip has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Blue Chip Investor are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 26th of March 2024 and ending today, the 25th of April 2024. Click here to learn more.
The fund invests primarily in the common stocks of industry-dominant companies whose earnings have demonstrated superior growth. It invests in medium to large capitalization companies. The average market capitalization of holdings is usually larger than 5 billion. More on Blue Chip Investor
Moving together with Blue Mutual Fund
| 0.98 | VVIAX | Vanguard Value Index | PairCorr |
| 0.92 | DOXGX | Dodge Cox Stock | PairCorr |
| 0.96 | FFMMX | American Funds American | PairCorr |
| 0.96 | FFFMX | American Funds American | PairCorr |
| 0.96 | AMRMX | American Mutual | PairCorr |
| 0.95 | AMFFX | American Mutual | PairCorr |
Blue Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Blue Chip's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Blue Chip or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Blue Chip Investor Fund Funds, Large Blend Funds, Large Value Funds, Large Value, Blue Chip Investor Fund, Large Blend, Large Value (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Blue Chip Investor [BCIFX] is traded in USA and was established 25th of April 2024. Blue Chip is listed under Blue Chip Investor Fund category by Fama And French industry classification. The fund is listed under Large Value category and is part of Blue Chip Investor Fund family. This fund currently has accumulated 41.55 M in assets under management (AUM) with minimum initial investment of 5 K. Blue Chip Investor is currently producing year-to-date (YTD) return of 8.27%, while the total return for the last 3 years was 4.98%.
Check Blue Chip Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Blue Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Blue Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Blue Chip Investor Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Blue Chip Investor Mutual Fund Constituents
| AN | AutoNation | Stock | Consumer Discretionary |
| LH | Laboratory of | Stock | Health Care |
| AZO | AutoZone | Stock | Consumer Discretionary |
| SPB | Spectrum Brands Holdings | Stock | Consumer Staples |
| USB | US Bancorp | Stock | Financials |
| KMX | CarMax Inc | Stock | Consumer Discretionary |
| WFC | Wells Fargo | Stock | Financials |
Blue Chip Target Price Odds Analysis
Based on a normal probability distribution, the odds of Blue Chip jumping above the current price in 90 days from now is about 45.57%. The Blue Chip Investor probability density function shows the probability of Blue Chip mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon the mutual fund has a beta coefficient of 1.0123 suggesting Blue Chip Investor market returns are sensitive to returns on the market. As the market goes up or down, Blue Chip is expected to follow. Additionally, blue Chip Investor has an alpha of 0.0187, implying that it can generate a 0.0187 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Blue Chip to move above the current price in 90 days from now is about 45.57 (This Blue Chip Investor probability density function shows the probability of Blue Mutual Fund to fall within a particular range of prices over 90 days) .
Blue Chip Investor Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Blue Chip market risk premium is the additional return an investor will receive from holding Blue Chip long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Blue Chip. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Blue Chip's alpha and beta are two of the key measurements used to evaluate Blue Chip's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.5676 | |||
| Semi Deviation | 0.7965 | |||
| Standard Deviation | 0.762 | |||
| Variance | 0.5806 |
Blue Chip Against Markets
Picking the right benchmark for Blue Chip mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Blue Chip mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Blue Chip is critical whether you are bullish or bearish towards Blue Chip Investor at a given time. Please also check how Blue Chip's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Blue Chip without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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| All Next | Launch Module |
How to buy Blue Mutual Fund?
Before investing in Blue Chip, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Blue Chip. To buy Blue Chip fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Blue Chip. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Blue Chip fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Blue Chip Investor fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Blue Chip Investor fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Blue Chip Investor, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Blue Chip Investor?
The danger of trading Blue Chip Investor is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Blue Chip is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Blue Chip. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Blue Chip Investor is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Blue Chip Investor. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in census. Note that the Blue Chip Investor information on this page should be used as a complementary analysis to other Blue Chip's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Insider Screener module to find insiders across different sectors to evaluate their impact on performance.