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  •  Dow Down 2.84% Nasdaq Down 2.94%

    Bridgeway Managed Volatility (BRBPX)

    13.48 Down 0.27(1.96%) Sep 1
    Prev Close:13.48
    YTD Return*:0.36%
    Net Assets*:59.01M
    Yield*:0.13%

    * As of 31-Jul-15

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    ยป More Headlines for BRBPX

    Top Holdings

    Symbol% AssetsYTD Return %
    MPC1.17N/A
    MU1.14N/A
    AAPL0.94N/A
    UAL0.84N/A
    CAR0.70N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:59.01M
    Category:Long/Short Equity
    Annual Report Expense Ratio (net):0.94%

    Performance & Risk

    YTD Return:0.36%
    5y Avg Return:6.43%
    Rank in Category (ytd):66
    % Rank in Category (ytd):14.29%
    Beta (3y):0.30
    Morningstar Risk Rating:1

    Fund Summary

    The investment seeks to provide a high current return with short-term risk less than or equal to 40% of the stock market. The fund invests up to 75% of its assets in common stocks and options on any size companies on which options are traded on a national securities exchange. It invests at least 25% of its assets in equities. The fund may invest up to 15% of its total assets in foreign securities. The Adviser normally invests at least 25% of its total assets in fixed-income securities: U.S. government obligations, mortgage and asset-backed securities, corporate bonds, collateralized mortgage obligations, and/or other fixed-income instruments. View More
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