Bridges Investment
8401 W Dodge Rd Suite 256 Omaha NE 68114
Map
Phone: 866-934-4700
| Category: | Large Growth | | Fund Family: | Bridges | | Net Assets: | 63.12M | | Year-to-Date Return: | 25.55% | | Yield: | 0.92% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Jul-63 |
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Edson L. Bridges III
Lead Manager since
01-Apr-97 | | | 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: | $1,000 | | Min Subsequent Investment: | $250 | | Min Subsequent Investment, IRA: | $250 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks long-term capital appreciation; a modest amount of current income is secondary. The fund normally invests at least 60% or more of assets in common stocks and convertible securities. It may invest about 40% of assets in investment grade corporate bonds, debentures, U.S. treasury bonds and notes, and preferred stocks. The fund normally invests no more than 40% of assets in fixed income securities. |
| Last Dividend
(30-Sep-09):
| 0.04 | | Last Cap Gain
(31-Dec-07):
| 2.57 | | Annual Holdings Turnover
| 23.00% | | Average for Category:
| 110.55% |
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| Expense | BRGIX | Category
Avg | | Total Expense Ratio: | 0.81%
| 1.33% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ 259 | $672 | | 5 Yr Expense Projection*: |
$ 450 | $1,053 | | 10 Yr Expense Projection*: |
$ 1,002 | $2,074 |
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0.16% Nasdaq 0.00%
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