Reynolds Blue Chip Fund Quote
| RBCGX Fund | USD 72.41 0.25 0.35% |
Performance13 of 100
| Odds Of DistressLess than 18
|
Reynolds Blue is trading at 72.41 as of the 24th of November 2024; that is 0.35 percent increase since the beginning of the trading day. The fund's open price was 72.16. Reynolds Blue has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Reynolds Blue Chip are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 31st of October 2023 and ending today, the 24th of November 2024. Click here to learn more.
The fund under normal market conditions invests at least 80 percent of its net assets in the common stocks of growth companies that, in the view of the funds 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 .. More on Reynolds Blue Chip
Moving together with Reynolds Mutual Fund
Reynolds Mutual Fund Highlights
| Fund Concentration | Reynolds Funds, Large Growth Funds, Large Growth, Reynolds (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 31st of January 2023 |
| Fiscal Year End | September |
Reynolds Blue Chip [RBCGX] is traded in USA and was established 24th of November 2024. Reynolds Blue is listed under Reynolds category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Reynolds family. This fund at this time has accumulated 57.12 M in assets with minimum initial investment of 1 K. Reynolds Blue Chip is currently producing year-to-date (YTD) return of 30.44%, while the total return for the last 3 years was 3.99%.
Check Reynolds Blue Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Reynolds Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Reynolds Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Reynolds Blue Chip Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Reynolds Blue Chip Mutual Fund Constituents
| FTNT | Fortinet | Stock | Information Technology | |
| EXPE | Expedia Group | Stock | Consumer Discretionary | |
| ROST | Ross Stores | Stock | Consumer Discretionary | |
| V | Visa Class A | Stock | Financials | |
| ADBE | Adobe Systems Incorporated | Stock | Information Technology | |
| BKNG | Booking Holdings | Stock | Consumer Discretionary | |
| DIS | Walt Disney | Stock | Communication Services | |
| VRSK | Verisk Analytics | Stock | Industrials |
Reynolds Blue Chip Risk Profiles
| Mean Deviation | 0.7312 | |||
| Semi Deviation | 1.01 | |||
| Standard Deviation | 1.04 | |||
| Variance | 1.08 |
Reynolds Blue Against Markets
Other Information on Investing in Reynolds Mutual Fund
Reynolds Blue financial ratios help investors to determine whether Reynolds Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Reynolds with respect to the benefits of owning Reynolds Blue security.
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