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Singing the Blue Chip Blues

Each of the following is a domestic, large-cap "blue chip" fund that is benchmarked against the Vanguard Index 500 fund. Sixteen of these funds are 3-ALARM, none make the FundAlarm Honor Roll, and only one "blue-chip" fund (Ark Blue Chip Equity Instl) has outperformed its benchmark over the past five years.

Fund Name Performance vs. large-cap benchmark Alarm status Fund style
12 mo. 3 Yrs. 5 Yrs.
AIM Blue Chip A (ABCAX) -12.81 -2.99 -2.55 3-ALARM Growth
Ark Blue Chip Equity A (ARBCX) -3.72 1.66 -0.09   Blend
Ark Blue Chip Equity Instl (ARBIX) -3.65 1.77 0.05   Blend
AXP Blue Chip Advantage A (IBLUX) -5.92 -3.45 -4.49 3-ALARM Blend
AXP Blue Chip Advantage B (IDBCX) -6.44 -4.17 -5.27 3-ALARM Blend
AXP Blue Chip Advantage Y (IBCYX) -5.79 -3.29 -4.32 3-ALARM Blend
CS Warburg Pincus Blue Chip A (WIGRX) -5.21 1.98 -0.14   Growth
EquiTrust Blue Chip (FBBLX) 4.04 -2.47 -4.45   Blend
Evergreen Blue Chip B (EKNBX) -5.35 -2.56 -3.65 3-ALARM Blend
Fidelity Blue Chip Growth (FBGRX) -8.38 -0.89 -1.56 3-ALARM Growth
First Invest Blue Chip A (FIBCX) -4.53 -1.09 -3.34 3-ALARM Growth
Franklin Blue Chip A (FKBCX) -1.36 3.45 -5.15   Blend
INVESCO Blue Chip Growth Inv (FLRFX) -44.61 -17.97 -12.69 3-ALARM Growth
Nations Blue Chip Inv A (PHBCX) -3.82 -0.97 -0.98 3-ALARM Blend
Principal Blue Chip A (PBLCX) -3.39 -7.16 -7.28 3-ALARM Blend
Principal Blue Chip B (PBLBX) -3.91 -7.91 -8.08 3-ALARM Blend
Reserve Blue Chip Growth R (RBCAX) -31.02 -3.95 -7.56 3-ALARM Growth
Reynolds Blue Chip Growth (RBCGX) -30.48 -7.08 -2.46 3-ALARM Growth
Scudder Blue Chip A (KBCAX) -3.44 -1.72 -4.09 3-ALARM Growth
Scudder Blue Chip B (KBCBX) -4.02 -2.58 -5.01 3-ALARM Growth
SunAmerica Blue Chip Growth A (SVLAX) -14.26 1.79 -0.86   Blend
SunAmerica Blue Chip Growth B (SVLBX) -14.68 1.08 -1.61   Blend
T. Rowe Price Blue Chip Growth (TRBCX) -5.97 0.69 -1.12   Growth
Westcore Blue Chip (WTMVX) 20.95 2.09 -1.22   Value
Wright Major Blue Chip Equity (WQCEX) -6.56 -3.25 -3.83 3-ALARM Blend
Wright Selected Blue Chip Equity (WSBEX) 8.47 1.53 -4.1   Growth
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