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    Bridges Investment (BRGIX)

    51.89 Up 0.37(0.72%) Mar 2

    Profile as of Jan 30, 2015Get Profile for:
    Bridges Investment
    Bridges Investment Fund Inc8401 W Dodge Rd Suite 256Omaha NE 68114
    Map
    Phone: 866-934-4700
    Fund Overview 
    Category:Large Growth
    Fund Family:Bridges
    Net Assets:119.03M
    Year-to-Date Return:-2.46%
    Yield:0.53%
    Morningstar Rating:2 stars
    Fund Inception Date:1963-07-01
    Morningstar Style Box 
    Large Growth
    [View Category Definition]
    View Top Large Growth Funds
    About the Morningstar Style Box
    Management Information 
    Edson L. Bridges III
    Lead Manager since Apr 1, 1997
    Bridges III is president and chief executive officer of Bridges Investment Management. He dedicates his professional efforts toward security research and portfolio management for Bridges Investment Management and Bridges Investment Counsel. Prior to joining Bridges Investment Counsel, he was vice president and trust officer and director with Provident Trust Company. Bridges holds the Chartered Financial Analyst designation.
    Investment Information 
    Min Initial Investment:1,000
    Min Initial Investment, IRA:1,000
    Min Initial Investment, AIP:1,000
    Min Subsequent Investment:N/A
    Min Subsequent Investment, IRA:N/A
    Min Subsequent Investment, AIP:100
    BRGIX can be purchased from 20 brokerages.

    Fund Summary 
    The investment seeks long-term capital appreciation, with a secondary objective of generating a modest amount of current income. The fund invests primarily in a diversified portfolio of common stocks, which fund management believes offers the potential for increased earnings and dividends over time. Normally, such equity securities will represent 60% or more of the fund's net assets. It may invest up to 15% of its total assets in U.S. dollar-denominated securities of foreign issuers traded on U.S. exchanges, and up to 20% of its total assets in American Depositary Receipts ("ADRs") traded on U.S. exchanges or in the U.S. over-the-counter market.

    Fund Operations 
    Last Dividend : 0.00
    Last Cap Gain (Dec 11, 2014) : 0.00
    Annual Holdings Turnover (Feb 26, 2015) : 14.00%
    Average for Category:57.83%
    Fees & Expenses 
    ExpenseBRGIXCategory Avg
    Annual Report Expense Ratio (net):0.85%1.20%
    Prospectus Net Expense Ratio:0.87%N/A
    Prospectus Gross Expense Ratio:0.87%N/A
    Max 12b1 Fee:N/AN/A
    Max Front End Sales Load:N/A5.44%
    Max Deferred Sales Load: N/A2.20%
    3 Yr Expense Projection*:278531
    5 Yr Expense Projection*:482839
    10 Yr Expense Projection*:1,0731,695
    * Per $10,000 invested