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: | 205.55M | | Year-to-Date Return: | 18.20% | | Yield: | 2.98% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Jul-97 |
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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 |
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| 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
(16-Dec-08):
| 0.19 | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| 86.00% | | Average for Category:
| 78.94% |
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| Expense | BRLIX | Category
Avg | | Total Expense Ratio: | 0.15%
| 1.08% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | %
| 2.60% | | 3 Yr Expense Projection*: |
$ 48 | $776 | | 5 Yr Expense Projection*: |
$ 85 | $1,291 | | 10 Yr Expense Projection*: |
$ 192 | $2,371 |
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0.16% Nasdaq 0.00%
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