Bridges Investment
8401 W Dodge RdSuite 256Omaha NE 68114
Map
Phone: 866-934-4700
| Category: | Large Growth | | Fund Family: | Bridges | | Net Assets: | 87.95M | | Year-to-Date Return: | 4.93% | | Yield: | 0.53% | | Morningstar Rating: |  | | Fund Inception Date: | 1963-07-01 |
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Edson L. Bridges III
Lead Manager since Mar 31, 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. |
| Min Initial Investment: | 1,000 | | Min Initial Investment, IRA: | 1,000 | | Min Initial Investment, AIP: | N/A | | Min Subsequent Investment: | N/A | | Min Subsequent Investment, IRA: | 100 | | Min Subsequent Investment, AIP: | N/A |
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| 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. |
| Last Dividend
(Mar 27, 2013)
:
| 0.04 | | Last Cap Gain
:
| 0.00 | | Annual Holdings Turnover
(May 15, 2013)
:
| 17.00% | | Average for Category: | 61.12% |
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| Expense | BRGIX | Category Avg |
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| Annual Report Expense Ratio (net): | 0.88% | 1.24% | | Prospectus Net Expense Ratio: | 0.89% | N/A | | Prospectus Gross Expense Ratio: | 0.89% | N/A | | Max 12b1 Fee: | 0.00% | N/A | | Max Front End Sales Load: | N/A | 5.42% | | Max Deferred Sales Load:
| N/A | 2.40% | | 3 Yr Expense Projection*: | 284 | 579 | | 5 Yr Expense Projection*: | 493 | 913 | | 10 Yr Expense Projection*: | 1,096 | 1,832 |
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0.37(0.87%) May 22