Blue Chip Investor Fund
Shareclass
Blue Chip Investor (BCIFX)
Type
Open-end mutual fund
Manager
Gender equality score
41
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Equity Fund
Ranking: 2,146 out of 2,554 funds
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Groups
Categories
Gender balance in leadership and workforce
24/40
Equal compensation and work life balance
4/30
Policies promoting gender equality
13/20
Commitment, transparency, and accountability
0/10
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Blue Chip Investor Fund BCIFX
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. The Hershey Co3.36% of assets$1.39M invested
- 2. Alphabet Inc Class C10% of assets$4.19M invested
- 3. Suncor Energy Inc6.04% of assets$2.5M invested
- 4. Sirius XM Holdings Inc3.31% of assets$1.37M invested
- 5. FedEx Corp3.13% of assets$1.29M invested
- 6. AerCap Holdings NV8.52% of assets$3.52M invested
- 7. The Walt Disney Co4.58% of assets$1.89M invested
- 8. CarMax Inc4.75% of assets$1.96M invested
- 9. First Citizens BancShares Inc Class A5.11% of assets$2.11M invested
- 10. Wayfair Inc Class A0.94% of assets$390,016 invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Markel Group Inc7.31% of assets$3.02M invested
- 2. Brookfield Corp Registered Shs -A- Limited Vtg7.52% of assets$3.11M invested
- 3. Berkshire Hathaway Inc Class A26% of assets$10.89M invested
- 4. LKQ Corp5.51% of assets$2.28M invested
- 5. Wayfair Inc Class A0.94% of assets$390,016 invested
- 6. First Citizens BancShares Inc Class A5.11% of assets$2.11M invested
- 7. CarMax Inc4.75% of assets$1.96M invested
- 8. The Walt Disney Co4.58% of assets$1.89M invested
- 9. AerCap Holdings NV8.52% of assets$3.52M invested
- 10. FedEx Corp3.13% of assets$1.29M invested
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Financial performance
Performance data provided by
Find more financial data on BCIFX at Morningstar.com
Find more financial data on BCIFX at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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