Reynolds Blue Chip Growth Fund

 (MUTF:RBCGX)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-0.07%  
1 week   +1.21%
   
4 week
   
-0.56%  
3 month   +6.40%
   
YTD   +6.81%
   
1 year   +24.50%
   
3 years*   +7.48%
   
5 years*   +11.60%
   
*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 assets76.11M 
Front load-  
Deferred load-  
Expense ratio1.98%  
Management fee-  
Fund familyReynolds 

Asset allocation

Cash0.73%  
Stocks99.27%  
Bonds0.00%  
Other0.00%  

Purchase information

Initial$1,000  
Additional$100  
IRA Initial$1,000  
AIP Initial$1,000  
AIP Additional$50  
60.25+0.03(0.05%)
Feb 21, 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, LLC
Fund family reports on Morningstar »
45 Broad St, The Atrium, Larkspur CA 94939, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* -2.47 -3.10 -3.17 5.63
Beta* 1.35 0.95 0.99 0.72
Mean annual return 2.44 0.87 1.00 1.11
R-squared* 62.25 73.92 73.84 56.32
Standard deviation 9.67 11.25 10.97 14.44
Sharpe ratio 2.93 0.89 1.06 0.90
* Against standard index

Top 10 holdings

Security Net Assets  
Amazon.com Inc (AMZN) 10.50%  
Alphabet Inc C (GOOG) 5.23%  
Netflix Inc (NFLX) 3.75%  
Visa Inc Class A (V) 3.45%  
Alibaba Group Holding Ltd ADR (BABA) 3.44%  
Tesla Inc (TSLA) 3.08%  
Mastercard Inc A (MA) 2.62%  
Alphabet Inc A (GOOGL) 2.33%  
Salesforce.com Inc (CRM) 2.17%  
NVIDIA Corp (NVDA) 2.17%