As of 02/28/2017 the
Blue Chip Growth Fund had a total of
Individuals seeking capital appreciation who can accept the price declines inherent in common stock investing. Appropriate for both regular and tax-deferred accounts, such as IRAs.
as of 12/31/2016
Average Annual Total Returns and Benchmarks
Average Annual Total Returns2
June 30, 1993
Current performance may be lower or higher than the quoted past performance, which cannot guarantee future results.
Share price, principal value, and return will vary and you may have a gain or loss when you sell your shares.
2 Average annual total return figures include changes in principal value, reinvested dividends, and capital gain distributions.
For funds less than one year old, the Since Inception return figure is not annualized and represents an aggregate total return.
Overall Morningstar Rating as of 02/28/20171
Morningstar rated the Blue Chip Growth Fund among
funds for the overall rating and the 3-, 5-, and 10-year periods (as applicable)
ending 02/28/2017, respectively.
The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance
figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The
weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year
rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating
for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most
weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is
included in all three rating periods.
The mutual funds referred to in this website are offered and sold only to persons residing in the United States and are offered by prospectus only. The prospectuses include investment objectives, risks, fees, expenses, and other information that you should read and consider carefully before investing. Download a prospectus.