Investment Objective:
The Fund aims to match the performance of The Blue Large Cap Index, which is a diversified benchmark constructed to measure the performance of Blue Companies in the S&P 500 index.
Investment Strategy:
The Blue Fund invests in a diversified portfolio of the domestic equity securities of blue companies, selected in accordance with our Investment Adviser's Blue Large Cap Index . The Blue Large Cap Index is a diversified benchmark constructed to measure the performance of blue companies in the S&P; 500 Index. All the companies included in the Blue Large Cap Index that both 'act blue' and 'give blue' are included in the Blue Fund.
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 |
 |
|
|---|---|---|---|
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7.57 | 0.00 | 0.00 |
(as of 07/03/08)
Click on the fund for more detailed performance data.
Quick Facts:
- Ticker
- BLUFX
- Sales Fee:
- 0% (No load)
Minimum investment:
- $5,000 for non-retirement accounts
- $2,500 for IRA accounts
- Expense Cap
- 1.50%
- Inception Date:
- 10/17/06
* Other fees and expenses do apply to no-load investments. Please see prospectus for additional detail.
Equity securities (stocks) are more volatile and carry more risk than other forms of investments, including investments in high-grade fixed income securities.
The Blue Fund, in supporting progressive values and investing in blue companies, has another goal in addition to economic success. This social policy could cause The Blue Fund to underperform other index funds that do not have a social policy.
