Reynolds Blue Chip Growth Fund

 (MUTF:RBCGX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.40%
   
1 week   +2.25%
   
4 week   +1.64%
   
3 month   +6.08%
   
YTD   +24.55%
   
1 year   +22.04%
   
3 years*   +6.78%
   
5 years*   +11.19%
   
*annualized
Best 3 month return+21.89%  
Worst 3 month return-19.83%  

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 assets71.98M 
Front load-  
Deferred load-  
Expense ratio1.86%  
Management fee-  
Fund familyReynolds 

Asset allocation

Cash4.86%  
Stocks95.14%  
Bonds0.00%  
Other0.00%  

Purchase information

Initial$1,000  
Additional$100  
IRA Initial$1,000  
AIP Initial$1,000  
AIP Additional$50  
60.87+0.24(0.40%)
Dec 10, 7:00PM EST 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* 8.19 -2.90 -3.26 5.57
Beta* 0.67 0.86 0.95 0.71
Mean annual return 1.87 0.54 0.93 1.01
R-squared* 20.59 74.04 74.66 56.23
Standard deviation 5.77 10.08 10.45 14.22
Sharpe ratio 3.74 0.61 1.04 0.83
* Against standard index

Top 10 holdings

Security Net Assets  
Amazon.com Inc (AMZN) 8.81%  
Alibaba Group Holding Ltd ADR (BABA) 4.39%  
Alphabet Inc C (GOOG) 4.05%  
Apple Inc (AAPL) 3.66%  
Tesla Inc (TSLA) 3.11%  
Netflix Inc (NFLX) 3.10%  
Visa Inc Class A (V) 2.66%  
Facebook Inc A (FB) 2.59%  
Mastercard Inc A (MA) 2.22%  
Alphabet Inc A (GOOGL) 2.21%