Bridgeway Aggressive Investors 1
5615 Kirby Drive Suite 518 Houston TX 77005-2448
Map
Phone: 800-661-3550
| Category: | Mid-Cap Growth | | Fund Family: | Bridgeway | | Net Assets: | 114.26M | | Year-to-Date Return: | 11.74% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 05-Aug-94 |
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John Montgomery
Lead Manager since
05-Aug-94 | | | 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 |
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| The investment seeks to exceed the stock market total return over the long term, assuming a level of risk roughly equal to that of the stock market. The fund normally invests in a diversified portfolio of common stocks of companies of any size that are listed on the New York Stock Exchange, the American Stock Exchange and NASDAQ. It may invest in stocks for which there is relatively low market liquidity. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
(16-Dec-08):
| 0.33 | | Annual Holdings Turnover
| 134.00% | | Average for Category:
| 130.04% |
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| Expense | BRAGX | Category
Avg | | Total Expense Ratio: | 0.34%
| 1.46% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | %
| 2.69% | | 3 Yr Expense Projection*: |
$ 109 | $716 | | 5 Yr Expense Projection*: |
$ 191 | $1,049 | | 10 Yr Expense Projection*: |
$ 431 | $2,071 |
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0.16% Nasdaq 0.00%
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