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    Bridgeway Managed Volatility (BRBPX)

    14.23 0.00(0.00%) May 28
    Prev Close:14.23
    YTD Return*:1.43%
    Net Assets*:54.70M
    Yield*:0.12%

    * As of 30-Apr-15

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

    Headlines

    ยป More Headlines for BRBPX

    Top Holdings

    Symbol% AssetsYTD Return %
    MU1.81-18.11
    MPC1.2612.73
    CAR1.03-15.94
    ADT1.024.97
    AAPL0.8117.02

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:54.7M
    Category:Long/Short Equity
    Annual Report Expense Ratio (net):0.94%

    Performance & Risk

    YTD Return:1.43%
    5y Avg Return:5.75%
    Rank in Category (ytd):50
    % Rank in Category (ytd):10.82%
    Beta (3y):0.32
    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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