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Investment Minimums:

Regular Account                         

Automatic Investment Plan      

IRA Account                                  

Roth IRA Account

$5,000     $100

$5,000     $100*

$1,000     $100

$1,000     $100

*An Automatic Investment Plan requires a $100 minimum automatic monthly or quarterly investment.

Ticker Symbol BCIFX
CUSIP 09532K103

Total Annual Fund Operating Expense: 1.00%

​​BLUE CHIP INVESTOR FUND
575 Anton Boulevard, Suite 500
Costa Mesa, CA 92626-7169
Phone: (714) 641-3579  (800) 710-5777

 

Investors should consider the investment objectives, risks, charges and expenses of the Fund carefully before investing. The prospectus contains this and other information about the Fund. You may obtain a prospectus on this website or by calling the transfer agent at 1-877-59-Funds. The prospectus should be read carefully before investing.

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Past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost.  Total return includes reinvestment of dividends and capital gains.

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An investment in the Fund is subject to investment risks, including the possible loss of the principal amount invested.  There can be no assurance that the Fund will be successful in meeting its objectives.   The Fund invests in common stocks which subjects investors to market risk.  To the extent the Fund invests in the stocks of medium-sized companies, the Fund may be subject to additional risks. The earnings and prospects of these companies are more volatile than larger companies. Medium-sized companies may experience higher failure rates than do larger companies. More information about these risks and other risks can be found in the Fund’s prospectus. The Fund is a non-diversified fund and therefore may be subject to greater volatility than a more diversified investment.

 

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