The Blue Chip Growth Fund looks for stocks of large, established companies with high growth potential. It is a flagship example of our long-term expertise and strategic investing approach.
Invest in the Blue Chip Growth Fund to benefit from:
- Long-term opportunity and high-quality growth prospects.
The Blue Chip Growth Fund seeks to invest in industry-leading companies with strong market positions, seasoned management teams, and above-average growth and profitability. This emphasis on high-quality, durable growth opportunities can help you meet your long-term goals.
- Savings on expenses.
This fund's low cost relative to peers1 creates value for your investments.
Our deep experience.
We have been growth investors since the founding of our firm in 1937. Notably, the Blue Chip Growth Fund has been successfully managed by Larry Puglia for 25 years.
- Our strategic investing approach.
Our highly experienced investment team regularly analyzes the markets, and the companies within them, to identify strong growth opportunities for our clients. This rigorous approach has helped us deliver strong returns for investors in a variety of market conditions.
Morningstar RatingsTM are based on risk-adjusted returns. Click on “Overall Morningstar Rating” for the fund's 3-, 5-, and 10-year (if applicable) Morningstar RatingsTM.
Over 4002 of our investment professionals go out into the field to see firsthand how companies are performing.
- Our skilled portfolio managers are driven by a passion for exploration and understanding.
- We seek returns that go beyond the limitations of simply following an index.
Past performance cannot guarantee future results.
Because growth stocks have higher valuations and lower dividend yields than slower-growth or cyclical companies, the share price volatility may be higher. As such, fund prices could decline further in market downturns than non-growth-oriented funds.
*Morningstar rated the Blue Chip Growth Fund 5-, 5-, 5-, and 5-stars among 1233, 1233, 1104 and 815 Large Growth funds for the overall rating and the 3-, 5-, and 10-year periods (as applicable) ending 7/31/19, respectively.
The Morningstar RatingTM for funds, or “star rating,” is calculated for funds with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star.
Source for Morningstar data: © 2019 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
1Source: Lipper Inc. The fund’s expense ratio was 46.15% lower than the Lipper Large-Cap Growth Funds Average (0.70% for the fund versus 1.30% for the category average). The fund’s expenses are as of its fiscal year ended 12/31/17, as shown in the prospectus dated 5/1/18. Lipper expenses are based on fiscal year-end data available as of 6/30/19.
2As of 12/31/18.