Bridgeway Blue Chip 35 Index
5615 Kirby Drive Suite 518 Houston TX 77005-2448
Map
Phone: 800-661-3550
| Category: | Large Blend | | Fund Family: | Bridgeway | | Net Assets: | 214.22M | | Year-to-Date Return: | -3.25% | | Yield: | 1.93% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Jul-97 |
|
John Montgomery
Lead Manager since
31-Jul-97 | | | Montgomery is founder and president of Bridgeway. |
| Min Initial Investment: | $2,000 | | Min Initial Investment, IRA: | $2,000 | | Min Initial Investment, AIP: | $2,000 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $50 |
|
| |
| The investment seeks to provide a long-term total return on capital, primarily through capital appreciation, but also some income. The fund normally invests at least 80% of net assets in blue chip Company stocks included within the Bridgeway Ultra-Large 35 index. |
| Last Dividend
(15-Dec-09):
| 0.13 | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| 86.00% | | Average for Category:
| 80.36% |
|
| Expense | BRLIX | Category
Avg | | Total Expense Ratio: | 0.15%
| 1.10% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | %
| 2.61% | | 3 Yr Expense Projection*: |
$ 48 | $768 | | 5 Yr Expense Projection*: |
$ 85 | $1,311 | | 10 Yr Expense Projection*: |
$ 192 | $2,413 |
|
|
1.52% Nasdaq 0.00%
Profile
