Reynolds Blue Chip Growth Fund

Frequently Asked Questions About RBCGX

What does RBCGX invest in?

Under typical market circumstances, this fund primarily directs a minimum of 80% of its total assets into the common equity shares of growth-focused companies. The investment adviser selects these companies based on their established standing within their industries and a requirement that they have a market value of at least $1 billion at the point of initial purchase. These robust and influential firms are widely recognized as "blue chip" corporations.

What is the expense ratio of RBCGX?

Reynolds Blue Chip Growth Fund (RBCGX) charges an expense ratio of 2.01%. This is the annual fee deducted from fund assets to cover management and operations.

How big is RBCGX?

Reynolds Blue Chip Growth Fund (RBCGX) manages $67.9M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is RBCGX actively managed or an index fund?

RBCGX is actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (RBCGX's is 2.01%) in exchange for the discretion to over- or under-weight positions.

When was RBCGX launched?

Reynolds Blue Chip Growth Fund (RBCGX) launched in August 1988 and is managed by the fund issuer.

How has RBCGX performed?

RBCGX's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.