Dow Up 0.35% Nasdaq Down 0.02%

Bridgeway Managed Volatility (BRBPX)

13.92 Up 0.02(0.14%) Aug 19
Prev Close:13.92
YTD Return*:4.61%
Net Assets*:46.68M
Yield*:0.24%

* As of 31-Jul-14

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

Headlines

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Top Holdings

Symbol% AssetsYTD Return %
Temporary Invt Fd6.6542.94
MU1.384.07
GPS0.99-3.33
GS0.92-3.23
PFE0.8816.62

Fund Basics

Morningstar Overall Rating:
Total Assets:46.68M
Category:Long/Short Equity
Annual Report Expense Ratio (net):0.94%

Performance & Risk

YTD Return:4.61%
5y Avg Return:6.82%
Rank in Category (ytd):16
% Rank in Category (ytd):5%
Beta (3y):0.40
Morningstar Risk Rating:2

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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