Reynolds Blue Chip Growth Fund

 (MUTF:RBCGX)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-0.33%  
1 week   +0.58%
   
4 week   +1.43%
   
3 month   +6.65%
   
YTD   +16.45%
   
1 year   +17.34%
   
3 years*   +4.48%
   
5 years*   +11.28%
   
*annualized
Best 3 month return+21.89%  
Worst 3 month return-20.19%  

Morningstar statistics

Morningstar category: Large Growth
  Return Risk Rating
3 years Low Below Average
5 years Low Average
10 years High Low
Overall Average Below Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets70.20M 
Front load-  
Deferred load-  
Expense ratio1.86%  
Management fee-  
Fund familyReynolds 

Asset allocation

Cash0.21%  
Stocks99.79%  
Bonds0.00%  
Other0.00%  

Purchase information

Initial$1,000  
Additional$100  
IRA Initial$1,000  
AIP Initial$1,000  
AIP Additional$50  
56.91-0.19(-0.33%)
Jul 24, 8:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks long-term capital appreciation. The fund under normal market conditions invests at least 80% of its net assets in the common stocks of "growth" companies that, in the view of the fund's investment adviser, are well-established in their industries and have a minimum market capitalization of at least $1 billion at the time of initial purchase (these companies are commonly referred to as "blue chip" companies).
Fund filings (PDF) »
Asset manager:
Frederick Reynolds (Started: Aug 12, 1988)
Advisor Company:
Reynolds Capital Management
Fund family reports on Morningstar »
45 Broad St, The Atrium, Larkspur CA 94939, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* 1.54 -5.00 -3.73 5.67
Beta* 0.84 0.87 0.96 0.70
Mean annual return 1.31 0.29 0.82 0.96
R-squared* 50.05 76.68 75.80 56.23
Standard deviation 7.24 10.31 10.54 14.29
Sharpe ratio 2.09 0.32 0.92 0.77
* Against standard index

Top 10 holdings

Security Net Assets  
Amazon.com Inc (AMZN) 9.09%  
Alphabet Inc C (GOOG) 5.56%  
Apple Inc (AAPL) 4.80%  
Alibaba Group Holding Ltd ADR (BABA) 3.65%  
Tesla Inc (TSLA) 3.19%  
Costco Wholesale Corp (COST) 2.96%  
Alphabet Inc A (GOOGL) 2.25%  
Facebook Inc A (FB) 2.11%  
The Priceline Group Inc (PCLN) 1.86%  
Netflix Inc (NFLX) 1.79%