Reynolds Blue Chip Growth Fund

 (MUTF:RBCGX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.17%
   
1 week   +1.05%
   
4 week   +2.49%
   
3 month   +4.97%
   
YTD   +20.56%
   
1 year   +21.74%
   
3 years*   +7.66%
   
5 years*   +10.03%
   
*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 Low
5 years Low Below Average
10 years High Low
Overall Average Low
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets69.50M 
Front load-  
Deferred load-  
Expense ratio1.86%  
Management fee-  
Fund familyReynolds 

Asset allocation

Cash1.20%  
Stocks98.79%  
Bonds0.00%  
Other0.00%  

Purchase information

Initial$1,000  
Additional$100  
IRA Initial$1,000  
AIP Initial$1,000  
AIP Additional$50  
58.80-0.12(-0.20%)
Oct 16, 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* 2.91 -3.80 -3.52 5.73
Beta* 0.71 0.85 0.95 0.71
Mean annual return 1.29 0.45 0.81 0.98
R-squared* 37.22 74.29 75.72 56.40
Standard deviation 6.41 9.89 10.46 14.29
Sharpe ratio 2.30 0.51 0.90 0.79
* Against standard index

Top 10 holdings

Security Net Assets  
Amazon.com Inc (AMZN) 6.12%  
Alibaba Group Holding Ltd ADR (BABA) 3.90%  
Tesla Inc (TSLA) 3.25%  
Alphabet Inc C (GOOG) 2.91%  
Apple Inc (AAPL) 2.56%  
Netflix Inc (NFLX) 2.46%  
Visa Inc Class A (V) 2.36%  
Facebook Inc A (FB) 2.30%  
Alphabet Inc A (GOOGL) 2.11%  
Baidu Inc ADR (BIDU) 1.97%